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Joan Andre raynal Lintz

Northwest Capital Management Inc.

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About Joan Andre raynal Lintz

Joan Lintz is a financial advisor who has been in the industry since 2003. Joan is currently registered with Northwest Capital Management Inc. in Oregon, Washington, Arizona and California. Joan has been with Northwest Capital Management Inc. since 2014 and previously worked at Phillips & Company, Raymond James Financial Services, Inc. and Commonwealth Financial Network. Joan is a Certified Financial Planner and holds a Series 66 and Series 7 license.

Firm Information

Joan Lintz is currently registered with Northwest Capital Management Inc.. Northwest Capital Management Inc. is an investment advisor based in Lake Oswego, Oregon. They manage approximately $1 billion to $10 billion in assets for a variety of clients, including high-net-worth individuals, corporations, state and municipal governments, and pension plans. They offer a range of advisory services including financial planning, portfolio management, and pension consulting. Their firm has 8 investment advisor representatives and they are registered with the SEC under the number 801-56420.
Northwest Capital Management Inc.

1 CENTERPOINTE DRIVE

LAKE OSWEGO, OR 97035

$6.86B

Assets Under Management

Not reported

Total Clients

9

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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Joan Lintz’s Registration & Firm History

OR

03/17/2014 - Present

Northwest Capital Management Inc. (LAKE OSWEGO OR)

OR

07/01/2013 - 02/25/2014

PHILLIPS & COMPANY (PORTLAND OR)

OR

08/05/2009 - 06/28/2013

RAYMOND JAMES FINANCIAL SERVICES, INC. (PORTLAND OR)

OR

06/04/2003 - 11/04/2008

COMMONWEALTH FINANCIAL NETWORK (PORTLAND OR)

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Licenses & Designations

BOTH

Issued 04/15/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/02/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joan Andre raynal Lintz.
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