Northwest Financial Services Inc
● SEC registered since 1992CRD 106805SEC# 801-42770Indianapolis, IN
Reg. AUM
$634.9M
Employees
11
Accounts
377
Location
Indianapolis, IN
Northwest Financial Services Inc assets under management
Northwest Financial Services Inc is an investment advisory firm registered with the SEC based in Indianapolis, IN. The firm has been registered since 1992. It reports $634.9 million in regulatory assets under management and employs 11 people.
Northwest Financial Services Inc owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Aaron James Pettersen Control | Chief Compliance Officer, Chief Investment Officer, And Secretary | 5-10% | 2019 |
| Matthew Colin Yeiter Control | President | 50-75% | 2020 |
| Sarah E Austin | Iar | Under 5% | 2025 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Northwest Financial Services Inc manage?
Northwest Financial Services Inc reports $634.9 million in regulatory assets under management on its Form ADV.
How many employees does Northwest Financial Services Inc have?
Northwest Financial Services Inc reports 11 employees.
Where is Northwest Financial Services Inc located?
Northwest Financial Services Inc is based in Indianapolis, IN and has been SEC-registered since 1992.
Does Northwest Financial Services Inc disclose fund performance?
Northwest Financial Services Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 9333 N Meridian St, Ste 300, Indianapolis, IN 46260 |
| Phone | 317-844-0448 |
| Fax | 317-844-0458 |
| Office hours | 8:30a.m. - 5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$634.9M▲ 15%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 42%
Larger than 58% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$634.9Mregulatory AUM
Discretionary $634.9M