Nathan Russell Levin
Investment adviser representative at Northwest Financial Advisors LLC
13 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
13 years in the industry.
- Northwest Financial Advisors LLCApr 2026 to now
- LPL Financial LLCAug 2022 to now
- Northwest Federal Credit UnionAug 2022 to now
- UnemployedMay 2022 to Jul 2022
- United States Senate - Office of Senator Cynthia LummisJan 2021 to Apr 2022
- AmazonJun 2019 to Dec 2020
- BerkadiaJun 2018 to Aug 2018
- Denver Theatrical Stage, Film & Exhibition Employees' UnionMar 2016 to Nov 2016
- University of Colorado-denverAug 2013 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2026
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
- 7611752
- Firm CRD
- 166769