JV
Janna L. Vloet
NORTHWEST FINANCIAL ADVISORS LLC
Herndon, VA 20170
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CRD#: 7290898
JV
Professional summary
Janna Lisa Vloet, who also goes by Janna Lisa Vloet, is a registered financial advisor currently at NORTHWEST FINANCIAL ADVISORS LLC located in Herndon, Virginia and LPL FINANCIAL LLC located in Herndon, Virginia.
Janna is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. Janna has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Janna Lisa Vloet
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.
1)05/19/2025 - Janna Vloet - Business Owner - Selling Collectibles - Non-Inv Rel - Home Based - Start: 07/01/2023 - 2 Hrs/Mth - 0 Hrs During Trading. 2)05/19/2025 - Northwest Financial Advisors - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 3)06/04/2025 - Northwest Financial Advisors - Investment Related - Registered Investment Advisor Hybrid - At Reported Business Location(s) - Start Date:05/19/2025 - 160 Hrs/Mth - 6Hrs During Trading - I provide investment advisory services through Northwest Financial Advisors, an independent investment advisor firm. I started this business activity in 5/2025. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4) 06/11/2025 - Northwest Financial Group, LLC - Investment Related - Other - Referring Broker Dealer - At Reported Business Location(s) - Start Date:05/19/2025 - 160 Hrs/Mth - 6 Hrs During Trading. 5) 06/16/2025 - NW Insurance Agency - Investment Related - Non-Variable Insurance - At Reported Business Location(s) - Start Date:06/09/2025 -10 Hrs/Mth - 1 Hrs During Trading.
CRS (Client Relationship Summary) - RIA
Click below to view Janna Lisa Vloet'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
May 28, 2025 - Present
NORTHWEST FINANCIAL ADVISORS LLC
Office #1: 200 Spring Street Suite 120, Herndon, VA 20170RIA
CRD#: 166769
Herndon, VA
Current
May 19, 2025 - Present
LPL FINANCIAL LLC
Office #1: 200 Spring Street, Ste 120, Herndon, VA 20170RIA
BD
CRD#: 6413
Herndon, VA
Current
June 3, 2025 - Present
NORTHWEST FINANCIAL GROUP LLC
Office #1: 200 Spring Street Suite 120, Herndon, VA 20170BD
CRD#: 145064
Herndon, VA
Past
May 23, 2022 - May 21, 2025
EDWARD JONES
RIA
CRD#: 250
MCLEAN, VA
Past
April 30, 2022 - May 21, 2025
EDWARD JONES
BD
CRD#: 250
MCLEAN, VA
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".
NF
NORTHWEST FINANCIAL ADVISORS LLC
NORTHWEST FINANCIAL ADVISORS LLC
CRD#: 166769 / SEC#: 801-77994
RIA
Registered Investment Advisory firm - (6/3/2013 Approved)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.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
Arizona(6/18/2025)
RR
California(6/18/2025)
RR
Colorado(6/18/2025)
RR
Connecticut(6/18/2025)
RR
Delaware(6/18/2025)
RR
District of Columbia(6/18/2025)
RR
Florida(6/18/2025)
RR
Georgia(6/18/2025)
RR
Hawaii(6/18/2025)
RR
Illinois(6/18/2025)
RR
Indiana(6/18/2025)
RR
Iowa(6/18/2025)
RR
Kansas(6/18/2025)
RR
Kentucky(6/18/2025)
RR
Louisiana(8/25/2025)
RR
Maine(6/18/2025)
RR
Maryland(6/18/2025)
RR
Massachusetts(6/18/2025)
RR
Michigan(7/23/2025)
RR
Mississippi(9/17/2025)
RR
Missouri(6/18/2025)
RR
Montana(6/18/2025)
RR
New Hampshire(6/18/2025)
RR
New Jersey(6/18/2025)
RR
New Mexico(6/18/2025)
RR
New York(6/18/2025)
RR
North Carolina(6/24/2025)
RR
Ohio(6/20/2025)
RR
Oregon(6/18/2025)
RR
Pennsylvania(6/18/2025)
RR
South Carolina(6/18/2025)
RR
Tennessee(6/18/2025)
RR
Texas(6/18/2025)
RR
Utah(6/18/2025)
RR
Virginia(5/19/2025)
IAR
Virginia(5/28/2025)
RR
Washington(6/18/2025)
RR
West Virginia(6/18/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 4/30/2022
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
NF
NORTHWEST FINANCIAL ADVISORS LLC
NORTHWEST FINANCIAL ADVISORS LLC
CRD#: 166769 / SEC#: 801-77994
RIA
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Contact information
Main Address
200 Spring Street Suite 120, Herndon, VA 20170
Mailing Address
Phone number
(703) 810-1072
Established
Firm type
Fiscal year end
# of Employees
41
SEC notice filing (33 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,896 |
| AUM (Assets Under Management) | $ 1,924,736,060 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
