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Thomas Dillon Oakes

Investment adviser representative at American Northwest Advisory Services L.L.C.
15 yearsExperience
2 statesRegistered in
$41.3MFirm assets
26 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

Experience

15 years in the industry.

  1. American Northwest Advisory Services L.L.C.Sep 2015 to now
  2. American Nw Advisory Services LLCJun 2011 to now

Exams passed

  • Series 65 · Uniform Investment Adviser Law2015

State registrations

Registered as an investment adviser representative in 2 states (CA, WA).

American Northwest Advisory Services L.L.C.

$41.3MAssets managed
218Clients
5Advisers
26 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
6556474
Firm CRD
110117
Advisor's SEC record (opens in a new tab)
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