Matthew David Stelmas
CFP®Professional Summary
Matthew David Stelmas, CFP® is a registered financial advisor currently at NORTHWEST ASSET MANAGEMENT located in Anchorage, Alaska. Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Matthew has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
Similar Advisors
STATE FARM VP MANAGEMENT CORP.
TRANSAMERICA FINANCIAL ADVISORS, LLC
CONFIDO CAPITAL, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
STATE FARM VP MANAGEMENT CORP.
TRANSAMERICA FINANCIAL ADVISORS, LLC
CONFIDO CAPITAL, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
STATE FARM VP MANAGEMENT CORP.
TRANSAMERICA FINANCIAL ADVISORS, LLC
CONFIDO CAPITAL, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
Similar Advisors
STATE FARM VP MANAGEMENT CORP.
TRANSAMERICA FINANCIAL ADVISORS, LLC
CONFIDO CAPITAL, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Credentials
Years of Experience
28 years registered in the securities industry
Current & Past Employments
Current
Past
Similar Advisors
STATE FARM VP MANAGEMENT CORP.
TRANSAMERICA FINANCIAL ADVISORS, LLC
CONFIDO CAPITAL, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Current Firm
NORTHWEST ASSET MANAGEMENT | RIA INNOVATIONS | NWAM, LLC DBA NORTHWEST ASSET MANAGEMENT | NWAM, LLC | NW ASSET, LLC | NORTHWEST ASSET MANAGEMENT, LLC
Contact Information
Main Address
2835 82nd Avenue Se Ste 100, Mercer Island, WA 98040Phone Number
(206) 838-3680# of Employees
62SEC notice filing (40 States and Territories)
Registered to provide investment advisory services in 40 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
9,090AUM (Assets Under Management)
$4,131,681,404Similar Advisors
STATE FARM VP MANAGEMENT CORP.
TRANSAMERICA FINANCIAL ADVISORS, LLC
CONFIDO CAPITAL, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Similar Advisors
STATE FARM VP MANAGEMENT CORP.
TRANSAMERICA FINANCIAL ADVISORS, LLC
CONFIDO CAPITAL, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Primary Firm SEC Registration
NORTHWEST ASSET MANAGEMENT | RIA INNOVATIONS | NWAM, LLC DBA NORTHWEST ASSET MANAGEMENT | NWAM, LLC | NW ASSET, LLC | NORTHWEST ASSET MANAGEMENT, LLC
State Registrations and Notice Filings
(8/25/2026)
(1/31/2017)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Similar Advisors
STATE FARM VP MANAGEMENT CORP.
TRANSAMERICA FINANCIAL ADVISORS, LLC
CONFIDO CAPITAL, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CRS (Client Relationship Summary) - RIA
Click below to view Matthew David Stelmas's CRS (Customer Relationship Summary).
Similar Advisors
STATE FARM VP MANAGEMENT CORP.
TRANSAMERICA FINANCIAL ADVISORS, LLC
CONFIDO CAPITAL, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED