Michael James Storey
Investment adviser representative at Northwest Wealth Management, LLC
10 yearsExperience
1 stateRegistered in
$1BFirm assets
15 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
- Pension consulting
Experience
10 years in the industry.
- Northwest Wealth Management, LLCAug 2024 to now
- Northwest BankMay 2020 to Aug 2024
- Spencer Golf and Country ClubMay 2016 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (IA).
Northwest Wealth Management, LLC
$1BAssets managed
2,128Clients
21Advisers
15 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
- 7979119
- Firm CRD
- 152816