Molly O'shea
Investment adviser representative at Northwest Financial Services Inc
12 yearsExperience
2 statesRegistered in
$634.9MFirm assets
33 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Northwest Financial Services IncNov 2021 to now
- Two Five ApparelAug 2014 to Oct 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (IN, TX).
Northwest Financial Services Inc
$634.9MAssets managed
377Clients
9Advisers
33 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
- 7605321
- Firm CRD
- 106805