Adam Grant Visser
Investment adviser representative at West Invest
11 yearsExperience
1 stateRegistered in
$304.5MFirm assets
3 yearsFirm in business
Are you Adam Grant Visser? Claim your profile
Contact this firm
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
11 years in the industry.
- West InvestMay 2026 to now
- LPL FinancialApr 2025 to now
- Northwest Wealth Advisors, LLCApr 2025 to now
- Silver Reef CasinoJan 2025 to Feb 2025
- UnemployedNov 2024 to Jan 2025
- Mckenzie River PizzaSep 2024 to Nov 2024
- School (msu)Jun 2024 to Sep 2024
- Roost Fried ChickenApr 2024 to Jun 2024
- NavitecMar 2024 to Jun 2024
- Student (msu)Aug 2023 to Mar 2024
- Lumio SolarJun 2023 to Aug 2023
- Smarty Cats TutoringJan 2023 to Jun 2023
- Student (msu)Jun 2021 to Jan 2023
- Student (middle/high School)Jun 2014 to Jun 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (WA).
West Invest
Legal name: Northwest Wealth Advisors, LLC
$304.5MAssets managed
691Clients
7Advisers
3 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
- 8070510
- Firm CRD
- 327641