Nicholas David Tupaj
Investment adviser representative at Northwest Financial Advisors LLC
8 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.2BFirm 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 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
8 years in the industry.
- Northwest Financial Advisors, LLCMay 2021 to now
- LPL FinancialApr 2021 to now
- The American College of Financial ServicesNov 2024 to Nov 2024
- Kansas State UniversityAug 2020 to Jul 2022
- Northwest Federal Credit UnionJan 2020 to Sep 2020
- Northwest Federal Credit UnionMay 2019 to Aug 2019
- Northwest Federal Credit UnionDec 2018 to Jan 2019
- Northwest Federal Credit UnionMay 2018 to Aug 2018
- Northwest Federal Credit UnionDec 2017 to Jan 2018
- Northwest Federal Credit UnionMay 2017 to Aug 2017
- Northwest Federal Credit UnionDec 2016 to Jan 2017
- George Mason UniversityAug 2016 to Dec 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
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
- 7293764
- Firm CRD
- 166769