ZC
Zachary S. Clark
NORTHWEST WEALTH MANAGEMENT
Fort Dodge, IA 50501
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CRD#: 6804323
ZC
Professional summary
Zachary Scott Clark, who also goes by Zak Clark, is a registered financial advisor currently at NORTHWEST WEALTH MANAGEMENT, LLC located in Fort Dodge, Iowa.
Zachary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Zachary has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Zak Clark
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.
NORTHWEST BANK 10 N 29TH STREET FORT DODGE, IA 50501 BANK NON-INVESTMENT RELATED TREASURY MANAGEMENT SPECIALIST, VP 2008 TO PRESENT DEVOTES 100 HOURS PER MONTH ALL OF WHICH ARE DURING SECURITIES TRADING HOURS DUTIES INCLUDE SELLING TREASURY PRODUCTS AND ASSISTING BUSINESSES WITH SETUP
CRS (Client Relationship Summary) - RIA
Click below to view Zachary Scott Clark's 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®
NoneExperience
Current
June 28, 2017 - Present
NORTHWEST WEALTH MANAGEMENT, LLC
Office #1: 10 N. 29th St., Fort Dodge, IA 50501RIA
CRD#: 152816
Fort Dodge, IA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
NW
NORTHWEST WEALTH MANAGEMENT, LLC
NORTHWEST WEALTH MANAGEMENT, LLC
CRD#: 152816 / SEC#: 801-72545
RIA
Registered Investment Advisory firm - (7/5/2011 Approved)Indiana
Registered Investment Advisory firm - (7/12/2011 Terminated)Iowa
Registered Investment Advisory firm - (7/18/2011 Terminated)Nebraska
Registered Investment Advisory firm - (8/31/2011 Terminated)South Dakota
Registered Investment Advisory firm - (7/12/2011 Terminated)Texas
Registered Investment Advisory firm - (7/12/2011 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Iowa(6/28/2017)
Current Firm
NW
NORTHWEST WEALTH MANAGEMENT, LLC
NORTHWEST WEALTH MANAGEMENT, LLC
CRD#: 152816 / SEC#: 801-72545
RIA
Registered Investment Advisory firm - (7/5/2011 Approved)Indiana
Registered Investment Advisory firm - (7/12/2011 Terminated)Iowa
Registered Investment Advisory firm - (7/18/2011 Terminated)Nebraska
Registered Investment Advisory firm - (8/31/2011 Terminated)South Dakota
Registered Investment Advisory firm - (7/12/2011 Terminated)Texas
Registered Investment Advisory firm - (7/12/2011 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1607 W. 18th Street, Spencer, IA 51301
Mailing Address
Phone number
(877) 207-0994
Established
Firm type
Fiscal year end
# of Employees
24
SEC notice filing (12 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,063 |
| AUM (Assets Under Management) | $ 865,221,987 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
NORTHWEST WEALTH MANAGEMENT, LLC
CRD#: 152816Fort Dodge, IA 50501TRUST BUT VERIFY
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