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Joseph Michael Schreiber

Northwest Asset Management

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About Joseph Michael Schreiber

Joseph Michael Schreiber is a financial advisor registered with Northwest Asset Management. Joseph Schreiber has been in the financial industry since 1993, specializing in providing financial planning, portfolio management, and pension consulting services. Joseph Schreiber has a wide range of experience serving clients in various categories, including high-net-worth individuals, individuals other than high-net-worth, pension and profit-sharing plans, charitable organizations, and other organizations.

Firm Information

Joseph Schreiber 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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Joseph Schreiber’s Registration & Firm History

WA

07/13/2012 - Present

Northwest Asset Management (MERCER ISLAND WA)

WA

10/05/2009 - 07/25/2012

AMERIPRISE FINANCIAL SERVICES, INC. (BELLEVUE WA)

WA

10/24/2008 - 10/05/2009

AMERIPRISE ADVISOR SERVICES, INC. (BELLEVUE WA)

WA

03/02/1998 - 11/05/2008

RBC CAPITAL MARKETS CORPORATION (SEATTLE WA)

NA

02/18/1993 - 03/02/1998

DAIN RAUSCHER INCORPORATED

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Licenses & Designations

IA

Issued 01/28/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/26/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/26/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joseph Michael Schreiber.
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