Matthew D. Stelmas
Professional summary
Matthew David Stelmas, CFP® is a registered financial advisor currently at NORTHWEST ASSET MANAGEMENT located in Atascadero, California.
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.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Matthew David Stelmas's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2004
Experience
January 31, 2017 - Present
NORTHWEST ASSET MANAGEMENT
Office #1: 7090 Atascadero Avenue, Atascadero, CA 93422October 25, 2013 - February 1, 2017
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
October 25, 2013 - February 1, 2017
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
September 29, 2006 - October 28, 2013
EDWARD JONES
April 20, 1998 - October 28, 2013
EDWARD JONES
Primary Firm SEC Registration
NORTHWEST ASSET MANAGEMENT
CRD#: 147923 / SEC#: 801-69483
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/1/2017)
(1/31/2017)
Exams
Current Firm
NORTHWEST ASSET MANAGEMENT
CRD#: 147923 / SEC#: 801-69483
Contact information
SEC notice filing (40 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 8,844 |
| AUM (Assets Under Management) | $ 3,608,262,509 |
Red Flags
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