Jodi L Minard
Investment adviser representative at Northwest Wealth Management, LLC
29 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
29 years in the industry.
- Northwest Wealth Management, LLCSep 2025 to now
- Northwest BankMar 2025 to now
- Jpmm, LLCMay 2010 to now
- Heartland Bank & TrustJul 2022 to Aug 2024
- Lonseal, Inc.Jul 2014 to Apr 2022
- ParterreJul 2014 to Apr 2022
- Prestige Quality Dry CleaningJan 1997 to Jan 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
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
- 8028881
- Firm CRD
- 152816