AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
RT

Robert J. Thorson

NORTHWEST INVESTMENT ADVISORS
Spokane, WA 99201
Some features on this profile are disabled
CRD#: 806446
RT

Professional summary


Robert James Thorson, who also goes by Bob Thorson, is a registered financial professional currently at NORTHWEST INVESTMENT ADVISORS, INC. located in Spokane, Washington.

Robert is registered as a RR (Registered Representative) and started their career in finance in 1975. Robert has worked at 15 firms and has passed the Series 63, SIE, Series 7, Series 1, Series 24 and Series 8 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Bob Thorson

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) - BD


Click below to view Robert James Thorson'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 16, 2015 - Present

NORTHWEST INVESTMENT ADVISORS, INC.

Office #1: 9 S Washington St Ste 210, Spokane, WA 99201Office #2: 9 S Washington St Ste 210, Spokane, WA 99201
RIA
BD
CRD#: 109737
Spokane, WA
Past

August 1, 2005 - September 4, 2014

REGAL SECURITIES, INC.

BD
CRD#: 7297
SPOKANE, WA
Past

April 18, 1997 - August 1, 2005

NATIONAL SECURITIES CORPORATION

BD
CRD#: 7569
BOCA RATON, FL
Past

August 29, 1995 - April 25, 1997

ALLIANT SECURITIES, INC. TURNER, NORD, KIENBAUM

BD
CRD#: 7726
LIBERTY LAKE, WA
Past

January 11, 1991 - August 30, 1995

ROBERT W. BAIRD & CO. INCORPORATED

BD
CRD#: 8158
MILWAUKEE, WI
Past

January 11, 1991 - August 30, 1995

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
MILWAUKEE, WI
Past

June 6, 1989 - December 5, 1990

ANDOVER SECURITIES, INC.

BD
CRD#: 16903
KANSAS CITY, MO
Past

August 24, 1988 - June 1, 1989

SOUTHMARK FINANCIAL SERVICES, INC.

BD
CRD#: 6518
Past

November 6, 1987 - January 2, 1988

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY

BD
CRD#: 2682
Past

November 6, 1987 - May 26, 1988

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
Past

February 25, 1986 - December 20, 1986

INVESTORS BROKERAGE SERVICES, INC.

BD
CRD#: 4257
Past

November 13, 1985 - November 4, 1987

SOUTHMARK FINANCIAL SERVICES, INC.

BD
CRD#: 6518
Past

October 19, 1983 - December 12, 1985

INTEGRATED RESOURCES EQUITY CORPORATION

BD
CRD#: 6403
Past

March 26, 1975 - November 11, 1983

AMERICAN EXPRESS FINANCIAL CORPORATION

BD
CRD#: 6320
Past

March 26, 1975 - November 11, 1983

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
Past

March 26, 1975 - November 11, 1983

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

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
(11/7/2025)
RR
California
(1/16/2015)
RR
Colorado
(10/24/2024)
RR
Idaho
(1/16/2015)
RR
Nevada
(6/25/2021)
RR
Oregon
(1/20/2015)
RR
Texas
(6/15/2021)
RR
Washington
(1/17/2015)

Exams


State Security Law Exam
RR
Series 63
Date: 5/18/1992
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 3/22/1975
Registered Representative Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 8
Date: 4/15/1991
General Securities Sales Supervisor Examination (Options Module & General Module)
SRO Registrations
RR
FINRA

Current Firm


NI
NORTHWEST INVESTMENT ADVISORS, INC.
NORTHWEST INVESTMENT ADVISORS, INC | NORTHWEST INVESTMENT ADVISORS, INC.

CRD#: 109737 / SEC#: , 8-65282

California
Registered Investment Advisory firm - SEC (5/20/2016 Approved)
Georgia
Registered Investment Advisory firm - SEC (5/8/2014 Approved)
Montana
Registered Investment Advisory firm - SEC (10/16/2008 Approved)
Washington
Registered Investment Advisory firm - SEC (3/25/2003 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
9 S Washington St Ste 210 Suite 210, Spokane, WA 99201
Mailing Address
9 S Washington St Ste 210, Spokane, WA 99201
Phone number
(509) 252-4140
Established
Washington since 02/25/2000
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
16

FINRA licenses (13 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
GRUBB, SEAN MICHAELPRESIDENT/SECRETARY/CCO/CFO4110305

Regulatory assets under management


Total Number of Accounts95
AUM (Assets Under Management)$ 35,259,644

Disclosures


Regulatory Event1
Arbitration1

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


NORTHWEST INVESTMENT ADVISORS, INC.

CRD#: 109737Spokane, WA 99201

TRUST BUT VERIFY

Monitor Robert Thorson

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


David W Smith
David SmithAdvisorCheck Check Mark
FALCON WEALTH PLANNING, INC.
PR
ONTARIO, CA
Robert M. Wyrick, Jr.
Robert Wyrick, Jr.AdvisorCheck Check Mark
POST OAK PRIVATE WEALTH ADVISORS
IAR
Houston, TX
Matthew James Borja Wang
Matthew James WangAdvisorCheck Check Mark
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IAR
RR
New York, NY
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics