AdvisorOS Directory
Claim Profile
Unclaimed Profile
JP

Jeff Plagge

NORTHWEST WEALTH MANAGEMENT, LLC·SPENCER, Iowa
Clean recordNORTHWEST WEALTH MANAGEMENT, LLC
1607 W. 18TH STREET, SPENCER, IA 51301CRD# 6511175Firm CRD# 152816

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeff Plagge · SPENCER, IA
Registration
CRD #6511175 · NORTHWEST WEALTH MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jeff Plagge is a registered financial advisor based in SPENCER, Iowa, affiliated with NORTHWEST WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

Speak with Jeff

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Jeff is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
NORTHWEST WEALTH MANAGEMENT, LLC
NORTHWEST WEALTH MANAGEMENT, LLC
AUM
$718M
Regulatory assets under management
Employees
24
Total firm employees
View all advisors at NORTHWEST WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6511175
Firm CRD# 152816
View on FINRA BrokerCheck →

Looking for a financial advisor in SPENCER?

Browse all registered financial advisors in SPENCER, Iowa or claim this profile if it's yours.

Browse SPENCER AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Jeff Plagge offer?
Jeff Plagge specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SPENCER, Iowa for a consultation.
What are Jeff Plagge's credentials?
Jeff Plagge is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeff Plagge located?
Jeff Plagge is based in SPENCER, Iowa, working with NORTHWEST WEALTH MANAGEMENT, LLC. Their office serves clients in the SPENCER metropolitan area and surrounding communities.
How does Jeff Plagge charge for services?
Jeff Plagge's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NORTHWEST WEALTH MANAGEMENT, LLC?
NORTHWEST WEALTH MANAGEMENT, LLC has approximately 24 employees and manages $718M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at NORTHWEST WEALTH MANAGEMENT, LLC

Eric Joel Van Der Heide
SPENCER, IA
Ronald Roger Adams
SPENCER, IA
Cornelius Burroughs Conover Iv
SPENCER, IA
Dwight Conover
SPENCER, IA
Gregory A Post
SPENCER, IA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Iowa
DES MOINES (164)WEST DES MOINES (142)CEDAR RAPIDS (109)DUBUQUE (61)DAVENPORT (35)FAIRFIELD (31)WAVERLY (24)AMES (14)URBANDALE (12)CEDAR FALLS (10)
City Guides
DES MOINES GuideWEST DES MOINES GuideCEDAR RAPIDS GuideDUBUQUE GuideDAVENPORT Guide
Research
Advisor Fees in IowaNational Fee Analysis
Request removal of this profile