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Hannah Geiger

Northwest Asset Management

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About Hannah Geiger

Hannah Geiger is a registered Investment Advisor Representative (IAR) with Northwest Asset Management. Hannah has been in the industry for over 3 years. She is licensed in Colorado and Washington, having passed the Series 65 and 63 exams. Hannah specializes in providing financial planning, pension consulting, and portfolio management services to individuals, families, and charitable organizations. Hannah also offers educational seminars and tax preparation services. She is committed to helping her clients achieve their financial goals.

Firm Information

Hannah Geiger 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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Hannah Geiger’s Registration & Firm History

CO

08/21/2023 - Present

Northwest Asset Management (Colorado Springs CO)

CO

07/17/2019 - 02/05/2021

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (COLORADO SPGS CO)

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Licenses & Designations

IA

Issued 08/19/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/07/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/14/2022

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 05/18/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Hannah Geiger.
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