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Joseph Michael Schreiber

Investment adviser representative at Northwest Asset Management
14 yearsExperience
4 statesRegistered in
$4.1BFirm assets
18 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

14 years in the industry.

  1. Northwest Asset ManagementJul 2012 to now
  2. Northwest Asset Management dba Nwam, LLCJul 2012 to now

Exams passed

  • Series 63 · Uniform Securities Agent State Law1993
  • Series 65 · Uniform Investment Adviser Law1999

State registrations

Registered as an investment adviser representative in 4 states (CA, OR, TX, WA).

Northwest Asset Management

Legal name: Nwam, LLC

$4.1BAssets managed
2,776Clients
61Advisers
18 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2313203
Firm CRD
147923
Advisor's SEC record (opens in a new tab)
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