Matthew Quincy Loreen
Investment adviser representative at Northwest Asset Management
10 yearsExperience
3 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
10 years in the industry.
- Northwest Asset ManagementDec 2021 to now
- Nwam, LLC dba Northwest Asset ManagementSep 2020 to now
- Mutual of OmahaApr 2020 to Jul 2020
- Foresters FinancialMay 2018 to Aug 2018
- Carson Center for Student SuccessAug 2017 to Jan 2020
- Lesa Sroufe & CompanyMay 2017 to Aug 2017
- Washington State UniversityAug 2016 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 3 states (AZ, CA, WA).
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
- 6962492
- Firm CRD
- 147923