Unclaimed Profile

Michelle Castano Garcia

NORTHWEST INVESTMENT COUNSELORS LLC·LAKE OSWEGO, Oregon

Series 7, Series 65, Series 66Clean record22 years registeredNORTHWEST INVESTMENT COUNSELORS LLC

5 CENTERPOINTE DRIVE, LAKE OSWEGO, OR 97035CRD# 4180941Firm CRD# 327970

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michelle Castano Garcia · LAKE OSWEGO, OR

Registration

CRD #4180941 · NORTHWEST INVESTMENT COUNSELORS LLC · 22 years registered

Brand Profile

Not yet started

Career History

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Jan 2025 – present

NORTHWEST INVESTMENT COUNSELORS

Nov 2023 – Jan 2025

LAKE OSWEGO, OR

NORTHWEST INVESTMENT COUNSELORS

Nov 2013 – Nov 2023

LAKE OSWEGO, OR

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Dec 2011 – Nov 2013

PORTLAND, OR

NORTHWEST INVESTMENT COUNSELORS LLC

Nov 2003 – Dec 2004

LAKE OSWEGO, OR

Registrations & Exams

FINRA examinations passed

Series 7

Series 65

Series 66

Registration record

First registered · November 27, 2003

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

NORTHWEST INVESTMENT COUNSELORS LLC

CRD 327970 · SEC 801-128752

AUM

$592M

Regulatory assets under management

Employees

886 client accounts

Services offered by NORTHWEST INVESTMENT COUNSELORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at NORTHWEST INVESTMENT COUNSELORS LLC →

Introduction

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Frequently Asked Questions

What services does Michelle Castano Garcia offer?

Michelle Castano Garcia specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in LAKE OSWEGO, Oregon for a consultation.

What are Michelle Castano Garcia's credentials?

Michelle Castano Garcia is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michelle Castano Garcia located?

Michelle Castano Garcia is based in LAKE OSWEGO, Oregon, working with NORTHWEST INVESTMENT COUNSELORS LLC. Their office serves clients in the LAKE OSWEGO metropolitan area and surrounding communities.

How does Michelle Castano Garcia charge for services?

Michelle Castano Garcia's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is NORTHWEST INVESTMENT COUNSELORS LLC?

NORTHWEST INVESTMENT COUNSELORS LLC has approximately 7 employees and manages $592M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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