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Elliot Beckwyn Nygard

Investment adviser representative at Northcoast Asset Management LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$5BFirm 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 assetsOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

11 years in the industry.

  1. Northcoast Asset Management LLCJun 2026 to now
  2. First Western TrustFeb 2024 to May 2026
  3. Charles Schwab BankFeb 2018 to Jan 2024
  4. Charles Schwab & Co., IncNov 2015 to Jan 2024

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2016
  • Series 66 · Uniform Combined State Law2017

State registrations

Registered as an investment adviser representative in 1 state (CO).

Northcoast Asset Management LLC

$5BAssets managed
4,486Clients
31Advisers
10 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
6589210
Firm CRD
282241
Advisor's SEC record (opens in a new tab)
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