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William Mark Farrell

Northwest Asset Management

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About William Mark Farrell

William Farrell is a financial advisor with Northwest Asset Management. William has been in the financial services industry since 2002 and has worked with American Express Financial Advisors Inc., IDS Life Insurance Company and Raymond James Financial Services, Inc. William holds the Series 7 and Series 66 licenses and is also a Certified Financial Planner. William specializes in providing financial planning, portfolio management for individuals, and pension consulting. William also provides tax preparation services to clients. William is registered with the following states: Florida, Kentucky, North Carolina, Texas, and Washington.

Firm Information

William Farrell 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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William Farrell’s Registration & Firm History

WA

08/30/2021 - Present

Northwest Asset Management (MERCER ISLAND WA)

MN

08/13/2002 - 02/01/2005

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

08/13/2002 - 02/01/2005

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

FL

06/03/2002 - 06/04/2002

RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)

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Licenses & Designations

BOTH

Issued 06/01/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/31/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William Mark Farrell.
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