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Ryan Joseph Rourke

Northwest Asset Management

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About Ryan Joseph Rourke

Ryan Rourke is an investment advisor representative with Northwest Asset Management, based in Mercer Island, WA. Ryan has been in the industry for over 8 years and holds the Series 66, Series 7, and SIE exams. Ryan has experience working with individual investors, high-net-worth individuals, and pension and profit-sharing plans. Ryan also has experience working with charitable organizations. Ryan is a licensed insurance producer in the State of Washington. Northwest Asset Management is an independent investment advisory firm that provides a variety of services, including financial planning, portfolio management, and tax preparation.

Firm Information

Ryan Rourke 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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Ryan Rourke’s Registration & Firm History

WA

01/19/2023 - Present

Northwest Asset Management (Mercer Island WA)

WA

05/13/2016 - 01/30/2023

MML INVESTORS SERVICES, LLC (MERCER ISLAND WA)

WA

09/11/2015 - 03/31/2016

RAYMOND JAMES FINANCIAL SERVICES, INC. (BELLEVUE WA)

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Licenses & Designations

BOTH

Issued 03/27/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/11/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Ryan Joseph Rourke. Review regulatory record here.
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