Joseph Carl Wilson
Investment adviser representative at Northwest Financial Advisors LLC
10 yearsExperience
1 stateRegistered in
$1.2BFirm assets
13 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 assetsHourly
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
10 years in the industry.
- Northwest Financial Advisors LLCJan 2023 to now
- LPL Financial, LLCJan 2023 to now
- Northwest Federal Credit UnionJan 2023 to now
- Fidelity InvestmentsNov 2021 to Dec 2022
- UnemployedJun 2021 to Nov 2021
- TD AmeritradeNov 2016 to Jun 2021
- The Omaha Beef Indoor Football TeamAug 2016 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (VA).
Northwest Financial Advisors LLC
$1.2BAssets managed
1,915Clients
20Advisers
13 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
- 6725815
- Firm CRD
- 166769