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Scott Alan Rhodes

Northwest Capital Management Inc.

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About Scott Alan Rhodes

Scott Alan Rhodes is a financial advisor with over 35 years of experience. Scott is currently registered with Northwest Capital Management Inc. and CWM, LLC. Scott is also a Chartered Financial Analyst. Scott's expertise is in providing investment advice and financial planning to individuals, high-net-worth individuals, corporations, state or municipal government entities, charitable organizations, and pension and profit-sharing plans. Scott's specialties include portfolio management, financial planning, pension consulting, and selection of other advisers.

Firm Information

Scott Rhodes 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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Scott Rhodes’s Registration & Firm History

WA

08/23/2017 - Present

Northwest Capital Management Inc. (Seattle WA)

NA

09/17/1985 - 12/13/1985

THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK

NA

08/12/1985 - 12/12/1985

MONY SECURITIES CORP.

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Licenses & Designations

IA

Issued 05/21/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/03/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/03/1985

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Scott Alan Rhodes.
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