# NORTHWEST FINANCIAL PLANNING CORP

NORTHWEST FINANCIAL PLANNING CORP of PORTLAND, OR is an SEC-registered investment adviser.

## Registration

- CRD: 104660
- Type: SEC-registered investment adviser
- SEC file number: 801-19003
- Location: 4640 SW MACADAM AVE #280, PORTLAND, OR, 97239
- Phone: 503.222.9050
- Latest filing: 2006-02-16
- Regulatory AUM: $46.0M
- Discretionary AUM: $41.8M
- Non-discretionary AUM: $4.2M
- Clients: 1
- Accounts: 133

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| ARENDS RONALD GENE | PRESIDENT, GENERAL MANAGER, DIRECTOR; PRESIDENT, GENERAL MANAGER, DIRECTOR, CHEIF COMPLIANCE OFFICER | — |
| WEGENER LOIS M | SECRETARY, TREASURER, DIRECTOR, OFFICE MGR. | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/104660/brochure
- Similar advisers: https://search.stillhousedata.com/firm/104660/similar
- Related entities: https://search.stillhousedata.com/firm/104660/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/104660

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.
