linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Michael Scott Van sant

Northwest Asset Management

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Michael? Claim Your Profile

About Michael Scott Van sant

Michael Scott Van sant is an Investment Advisor Representative with Northwest Asset Management. Michael has been in the industry since 1996 and is registered in Washington. Michael holds the Series 7, Series 52, Series 63, and Series 66 licenses and is a Certified Financial Planner. Michael's previous employers include Charles Schwab & Co., Inc. and UBS Paine Webber Inc.

Firm Information

Michael Van sant 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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Michael Van sant’s Registration & Firm History

WA

05/10/2022 - Present

Northwest Asset Management (MERCER ISLAND WA)

TX

04/23/2002 - 08/31/2004

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

NJ

06/25/1997 - 04/16/2002

UBS PAINEWEBBER INC. (WEEHAWKEN NJ)

MI

01/11/1996 - 07/01/1997

OLDE DISCOUNT CORPORATION (DETROIT MI)

Not sure if Michael Scott Van sant is right for you?

Licenses & Designations

BOTH

Issued 12/12/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/17/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/14/1996

Series 7 - General Securities Representative Examination

BC

Issued 01/09/1996

Series 52 - Municipal Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Scott Van sant.
Not sure if Michael Scott Van sant is right for you?