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Matthew David Stelmas

Northwest Asset Management

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About Matthew David Stelmas

Matthew David Stelmas is a financial advisor registered with Northwest Asset Management and WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC. Matthew has been in the industry since 1998 and has experience working with individuals, high-net-worth individuals, charitable organizations, and pension plans. He has a strong background in financial planning, portfolio management, and tax preparation. Matthew holds the Series 63, Series 65, Series 7, and SIE licenses.

Firm Information

Matthew Stelmas 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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Matthew Stelmas’s Registration & Firm History

WA

02/01/2017 - Present

Northwest Asset Management (MERCER ISLAND WA)

CA

10/25/2013 - 02/01/2017

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (ATASCADERO CA)

CA

04/20/1998 - 10/28/2013

EDWARD JONES (ATASCADERO CA)

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Licenses & Designations

IA

Issued 02/20/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/18/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/01/2017

SIE - Securities Industry Essentials Examination

BC

Issued 04/17/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew David Stelmas.
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