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Brad Joseph Landry

Northwest Asset Management
14 Years of Experience
Sells Insurance
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Northwest Asset Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
54 advisors
Number of Clients
3,032 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$3.6B

Fee Structure

Location

29034 216th Ave Se, Suite A, Black Diamond, WA, 98010

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Brad is an insurance agent.

Employment History
Current Registrations
Northwest Asset Management
September 2017 - Present · 8 yrs 5 mos
Previous Registrations
Oppenheimer & CO. INC.
August 2015 - September 2017 · 2 yrs 1 mo
Oppenheimer & CO. INC.Broker
August 2015 - September 2017 · 2 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2012 - August 2015 · 3 yrs
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2012 - August 2015 · 3 yrs
Morgan Stanley Smith Barney LLC
February 2011 - August 2012 · 1 yr 6 mos
Morgan Stanley Smith BarneyBroker
January 2011 - August 2012 · 1 yr 7 mos
State Registrations4 states
CALATXWA
Advisor
Exams
No exam information available for this advisor.