Connie Jean Schmidt
Investment adviser representative at Northwest Wealth Management, LLC
13 yearsExperience
1 stateRegistered in
$1BFirm assets
15 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Northwest Wealth Management, LLCAug 2017 to now
- Northwest BankOct 2013 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (IA).
Northwest Wealth Management, LLC
$1BAssets managed
2,128Clients
21Advisers
15 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
- 2515285
- Firm CRD
- 152816