# NORTHWEST FINANCIAL SERVICES INC

NORTHWEST FINANCIAL SERVICES INC of INDIANAPOLIS, IN is an SEC-registered investment adviser.

## Registration

- CRD: 106805
- Type: SEC-registered investment adviser
- SEC file number: 801-42770
- Location: 9333 N MERIDIAN ST, STE 300, INDIANAPOLIS, IN, 46260
- Phone: 317-844-0448
- Latest filing: 2026-03-18
- Regulatory AUM: $634.9M
- Discretionary AUM: $634.9M
- Clients: 11
- Accounts: 377

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| Matthew Colin Yeiter | PRESIDENT | — |
| Thomas Dane Gross | VICE PRESIDENT | — |
| Aaron James Pettersen | CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER, AND SECRETARY | — |
| RENO WILLIAM LOUIS | PRESIDENT; PRESIDENT, CCO; PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| RENO KATHLEEN ELIZABETH | SECRETARY; SECRETARY, CO | — |
| YEITER MATTHEW COLIN | PRESIDENT; SHAREHOLDER; VICE PRESIDENT OF OPERATIONS | — |
| GROSS THOMAS DANE | SHAREHOLDER; VICE PRESIDENT | — |
| PETTERSEN AARON JAMES | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER, AND SECRETARY; CHIEF COMPLIANCE OFFICER, SECRETARY (+1 more) | — |
| Sarah E Austin | IAR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/106805/brochure
- Similar advisers: https://search.stillhousedata.com/firm/106805/similar
- Related entities: https://search.stillhousedata.com/firm/106805/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/106805

---

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.
