David Lindsey Schaen
Investment adviser representative at Northwest Asset Management
35 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
35 years in the industry.
- Northwest Asset ManagementAug 2021 to now
- Nwam, LLC dba Northwest Asset ManagementAug 2021 to now
- Bank of America, N.A.Aug 2017 to Aug 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2017 to Aug 2021
- UnemployedDec 2016 to May 2017
- Marvin & Palmer Associates, Inc.Apr 1991 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (DE, PA).
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
- 4550696
- Firm CRD
- 147923