JM
Jodi L. Minard
NORTHWEST WEALTH MANAGEMENT
WEST DES MOINES, IA 50266
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CRD#: 8028881
JM
Professional summary
Jodi L Minard, who also goes by Jodi Lyn Klein, is a registered financial advisor currently at NORTHWEST WEALTH MANAGEMENT, LLC located in West Des Moines, Iowa.
Jodi is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Jodi has worked at 1 firm and has passed the Series 65 and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jodi Lyn Klein
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). JPMM, LLC 8872 SE Vandalia Drive, Runnells, IA 50237 | Residential Rental, Single Family Homes | Non-Investment Related | May 2010 to Present | Devotes 10-15 hours per month, 0 of which are during securities trading hours. 2). Northwest Bank West Des Moines, IA | Non-Investment Related | Private Banker | March 2025 to Present | Devotes approximately 180 hours per month, the majority of which are during securities trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Jodi L Minard'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
September 20, 2025 - Present
NORTHWEST WEALTH MANAGEMENT, LLC
Office #1: 5700 University Avenue Suite 100, West Des Moines, IA 50266RIA
CRD#: 152816
WEST DES MOINES, 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(9/20/2025)
Exams
State Security Law Exam
General Industry/Product Exam
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#: 152816West Des Moines, IA 50266TRUST BUT VERIFY
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