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Thomas M. Christnacht

NORTHWEST INVESTMENT ADVISORS
Deer Lodge, MT 59722
Some features on this profile are disabled
CRD#: 4352114
TC

Professional summary


Thomas Michael Christnacht is a registered financial professional currently at NORTHWEST INVESTMENT ADVISORS, INC. located in Deer Lodge, Montana.

Thomas is registered as a RR (Registered Representative) and started their career in finance in 2001. Thomas has worked at 3 firms and has passed the Series 63, SIE and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Thomas Michael Christnacht's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

June 2, 2010 - Present

NORTHWEST INVESTMENT ADVISORS, INC.

Office #1: 311 Milwaukee Ave, Deer Lodge, MT 59722
RIA
BD
CRD#: 109737
Deer Lodge, MT
Past

March 7, 2007 - June 3, 2010

CAPITAL FINANCIAL SERVICES, INC.

BD
CRD#: 8408
DEER LODGE, MT
Past

March 28, 2001 - March 7, 2007

UNITED HERITAGE FINANCIAL SERVICES, INC.

BD
CRD#: 35316
DEER LODGE, MT

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Montana
(6/2/2010)

Exams


State Security Law Exam
RR
Series 63
Date: 3/27/2001
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


NI
NORTHWEST INVESTMENT ADVISORS, INC.
NORTHWEST INVESTMENT ADVISORS, INC | NORTHWEST INVESTMENT ADVISORS, INC.

CRD#: 109737 / SEC#: , 8-65282

California
Registered Investment Advisory firm - SEC (5/20/2016 Approved)
Georgia
Registered Investment Advisory firm - SEC (5/8/2014 Approved)
Montana
Registered Investment Advisory firm - SEC (10/16/2008 Approved)
Washington
Registered Investment Advisory firm - SEC (3/25/2003 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)
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Contact information


Main Address
9 S Washington St Ste 210 Suite 210, Spokane, WA 99201
Mailing Address
9 S Washington St Ste 210, Spokane, WA 99201
Phone number
(509) 252-4140
Established
Washington since 02/25/2000
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
16

FINRA licenses (13 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
GRUBB, SEAN MICHAELPRESIDENT/SECRETARY/CCO/CFO4110305

Regulatory assets under management


Total Number of Accounts95
AUM (Assets Under Management)$ 35,259,644

Disclosures


Regulatory Event1
Arbitration1

Red Flags


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.

Company Information


NORTHWEST INVESTMENT ADVISORS, INC.

CRD#: 109737Deer Lodge, MT 59722

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