Loren I. Deshon

NORTHWEST ASSET MANAGEMENT

Friday Harbor, WA

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CRD#: 730531

Professional summary

Loren Irvin Deshon is a registered financial advisor currently at NORTHWEST ASSET MANAGEMENT located in Friday Harbor, Washington.

Loren is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1981. Loren has worked at 4 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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.

1. GRAND AERO, LLC;156 WESTCTT DR, FRIDAY HARBOR, WA; not investment-related; PART OWNER; SINCE 2006;APPROX 15 HOURS/MONTH AFTER TRADING HOURS 2. San Juan Golf & Tennis Club; not investment-related; 806 Golf Course Rd., Friday Harbor, WA 98250; Gold club; Member Board of Trustees; 11/1/2022; 6 hours per month, none during trading hours; position is responsible for maintenance of buildings at the club.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Loren Irvin Deshon'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

January 13, 2012 - Present

NORTHWEST ASSET MANAGEMENT

RIA

CRD#: 147923

Friday Harbor, WA

Past

May 4, 1998 - January 23, 2012

MORTON CLARKE INC.

RIA

CRD#: 37182

SEATTLE, WA

Past

October 24, 1996 - January 23, 2012

MORTON CLARKE INC.

CRD#: 37182

SEATTLE, WA

Past

April 16, 1987 - October 30, 1996

CETERA WEALTH SERVICES, LLC

CRD#: 13572

EL SEGUNDO, CA

Past

May 18, 1981 - April 29, 1987

LINSCO FINANCIAL GROUP, INC.

CRD#: 524

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".

NORTHWEST ASSET MANAGEMENT

CRD#: 147923 / SEC#: 801-69483

RIA

Registered Investment Advisory firm - (8/20/2008 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.

Highlighted states indicate IAR registrations

IAR

California
(1/13/2012)

IAR

Texas
(9/26/2018)

IAR

Washington
(1/13/2012)

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

State Security Law Exam

IAR

Series 65

Date: 12/1/1997

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/19/1981

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 5/16/1981

General Securities Representative Examination

Current Firm

NORTHWEST ASSET MANAGEMENT

CRD#: 147923 / SEC#: 801-69483

RIA

Registered Investment Advisory firm - (8/20/2008 Approved)

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Contact information

Main Address

2835 82nd Avenue Se Ste 100, Mercer Island, WA 98040

Mailing Address

Phone number

(206) 838-3680

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (40 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A FIRM BROCHURE (147923) (3/31/2025)

ADV PART 2 NWASSET WRAP (147923) (3/31/2025)

Regulatory assets under management

Total Number of Accounts	8,844
AUM (Assets Under Management)	$ 3,608,262,509

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.

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Loren I. Deshon

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Loren Irvin Deshon's CRS (Customer Relationship Summary).

Certified licenses

Experience

MORTON CLARKE INC.

MORTON CLARKE INC.

CETERA WEALTH SERVICES, LLC

LINSCO FINANCIAL GROUP, INC.

Primary Firm SEC Registration

NORTHWEST ASSET MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 12/1/1997

Series 63

Date: 6/19/1981

Series 7

Date: 5/16/1981

Current Firm

NORTHWEST ASSET MANAGEMENT

Contact information

SEC notice filing (40 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

NORTHWEST ASSET MANAGEMENT

TRUST BUT VERIFY

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