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NORTHWEST FINANCIAL SERVICES INC

INDIANAPOLIS, IN · CRD 106805 · IAPD ↗ · northwestfinancial.net · 317-844-0448

$634.9MRegulatory AUM
9Advisory reps
11Employees
0Clients
251-500Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
March 2025 — NORTHWEST FINANCIAL SERVICES INC crossed $500M in regulatory AUM ($482.3M -> $551.4M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
45
December 2024 — NORTHWEST FINANCIAL SERVICES INC notice-filed in KY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.