Holly Marie Wharton
Investment adviser representative at Northwest Financial Services Inc
19 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$634.9MFirm assets
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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
Experience
19 years in the industry.
- Northwest Financial Services, Inc.Nov 2024 to now
- HomemakerFeb 2017 to Oct 2024
- Northwest Financial Services, Inc.May 2007 to Feb 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (IN).
Northwest Financial Services Inc
$634.9MAssets managed
377Clients
9Advisers
33 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
- 5402724
- Firm CRD
- 106805