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David Lindsey Schaen

Northwest Asset Management

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About David Lindsey Schaen

David Schaen is an investment advisor representative at Northwest Asset Management. David has been in the industry since 2017, previously working at Merrill Lynch, Pierce, Fenner & Smith Incorporated. David is registered with the state of Delaware and Washington and has Series 66, Series 7, and Series 7TO licenses. David specializes in providing investment advisory services to individuals, pension plans and charitable organizations. David also provides financial planning, portfolio management, and tax preparation services.

Firm Information

David Schaen is currently registered with Northwest Asset Management. Northwest Asset Management is a registered investment advisor based in Mercer Island, WA with $3,271,377,063 in regulatory assets under management. The firm offers financial planning, pension consulting, educational seminars, and portfolio management for individuals. They also provide tax preparation services and have a wrap fee program. Northwest Asset Management serves individuals, high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and other clients.
Northwest Asset Management

2835 82ND AVENUE SE

MERCER ISLAND, WA 98040

$3.27B

Assets Under Management

17

Total Clients

56

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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tax preparation

Tax preparation

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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David Schaen’s Registration & Firm History

WA

08/24/2021 - Present

Northwest Asset Management (MERCER ISLAND WA)

DE

08/11/2017 - 08/10/2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WILMINGTON DE)

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Licenses & Designations

BOTH

Issued 10/09/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/22/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/11/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Lindsey Schaen.
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