Daniel Lynn Vandergriff
Investment adviser representative at Northwest Asset Management
28 yearsExperience
2 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
28 years in the industry.
- Northwest Asset ManagementApr 2026 to now
- Cs Planning Corp.Jun 2019 to Apr 2026
- Noble Private Wealth, LLCJun 2019 to Apr 2026
- Fidelity Personal and Workplace AdvisorsJul 2018 to Jun 2019
- Strategic Advisers LLC (fidelity)Sep 2001 to Jul 2018
- Fidelity Brokerage Services LLCJun 1998 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 2 states (OK, TX).
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
- 3127102
- Firm CRD
- 147923