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ES

Emily P. Schultz

WEST INVEST
BELLINGHAM, WA 98225
Some features on this profile are disabled
CRD#: 7352564
ES

Professional summary

Emily Paige West Schultz, who also goes by Emily Paige Schultz, Emily Paige West, Emily P West, is a registered financial advisor currently at WEST INVEST located in Bellingham, Washington and LPL FINANCIAL LLC located in Bellingham, Washington.

Emily is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2023. Emily has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Emily Paige Schultz | Emily Paige West | Emily P West

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) - RIA

Click below to view Emily Paige West Schultz'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 31, 2024 - Present

WEST INVEST

Office #1: 1801 F Street, Bellingham, WA 98225
RIA
CRD#: 327641
BELLINGHAM, WA
Current

January 1, 2023 - Present

LPL FINANCIAL LLC

Office #1: 1801 F St, Bellingham, WA 98225
RIA
BD
CRD#: 6413
BELLINGHAM, WA
Past

February 25, 2023 - November 9, 2023

LPL FINANCIAL LLC

RIA
CRD#: 6413
FORT MILL, SC

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".
WI
WEST INVEST
NORTHWEST WEALTH ADVISORS | WEST INVEST | NORTHWEST WEALTH ADVISORS, LLC

CRD#: 327641 / SEC#: 801-128653

RIA
Registered Investment Advisory firm - (8/31/2023 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
Washington
(2/25/2023)
IAR
Washington
(1/31/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 2/24/2023
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 12/30/2022
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 11/17/2022
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

WI
WEST INVEST
NORTHWEST WEALTH ADVISORS | WEST INVEST | NORTHWEST WEALTH ADVISORS, LLC

CRD#: 327641 / SEC#: 801-128653

RIA
Registered Investment Advisory firm - (8/31/2023 Approved)
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Contact information

Main Address
1801 F Street, Bellingham, WA 98225
Mailing Address
Phone number
(360) 738-6019
Established
Firm type
Fiscal year end
# of Employees
6

SEC notice filing (9 States and Territories)

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

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A- NORTHWEST WEALTH ADVISORS (7/9/2025)

Regulatory assets under management

Total Number of Accounts1,184
AUM (Assets Under Management)$ 193,599,500

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

WEST INVEST

CRD#: 327641Bellingham, WA 98225

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