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American Northwest Advisory Services L.L.C.

Updated today

Client AUM

$41,317,000

Clients

95

Advisors

5

of 6 employees

About

American Northwest Advisory Services, L.L.C. provides personalized, fee‑only investment management and related financial planning, tax and trust/estate guidance to individuals, pension and profit‑sharing plans, small businesses, charitable organizations and estates. The firm offers portfolio management services and also serves as a pension consultant for retirement plans in addition to furnishing non‑securities advice.

For individual clients—often those nearing retirement—the firm typically pursues defensive, strategic asset allocation using a core‑and‑satellite approach and documents objectives in an Investment Policy Statement; it often mirrors the investment models it uses for pension consulting clients. The firm employs a range of analysis methods (including fundamental, technical and cyclical analysis) and maintains discretionary trading authority to implement approved investment policies.

Distinctive features include a large concentration of assets held in pension consulting relationships—approximately $606,930,000 of $641,221,000 reported as of November 2024—with a much smaller portion managed on a discretionary basis, and an affiliation with a third‑party administrator that provides plan administration services to the adviser’s clients. The firm has operated since 1996 and emphasizes aligning individual account strategies with plan‑level models rather than relying solely on retail mutual fund selection.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Retirement income strategy General retirement planning

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Fee options

Percentage

$0 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.80% $10,000,001+: 0.65%

Other

Fee-only: Fee-only investment management firm (no commissions)

Main office

1010 S. 336th St., Suite 215

Federal Way WA 98003

Advisors at this office

5

Most active in

Arizona · California · Florida · Nevada · New Jersey · Oregon · Puerto Rico · Washington

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Ryan D

Series 63, Series 65

Federal Way, WA

American Northwest Advisory Services L.L.C.

Ryan Dusenberry is a financial advisor at American Northwest Advisory Services L.L.C. with four years of industry experience. He holds Series 63 and Series 65 designations and has been with American Northwest in various roles since 2018, including prior experience at AXA Advisors LLC and the University of Washington. American Northwest Advisory Services, L.L.C. provides fee-only investment management and financial planning to individuals, retirement plans, small businesses, charitable organizations, and estates. The firm emphasizes strategic asset allocation and pension consulting, managing a large concentration of assets in pension relationships while employing a range of analysis methods and discretionary trading authority.

Retirement income strategy General retirement planning
user avatar

Thomas O

CFP®, Series 63, Series 65

Federal Way, WA

American Northwest Advisory Services L.L.C.

Thomas Oakes is a Certified Financial Planner (CFP®) with 30 years of experience, serving at American Northwest Advisory Services L.L.C. since 1994. He is also involved as a member and manager of a third-party retirement plan administration business that provides plan oversight and overall business planning. American Northwest Advisory Services, L.L.C. offers fee-only investment management and financial planning to individuals, retirement plans, small businesses, and charitable organizations. The firm emphasizes strategic asset allocation and pension consulting, managing a large concentration of assets in pension plans alongside discretionary individual accounts.

Retirement income strategy General retirement planning
user avatar

Christopher A

Series 65

Federal Way, WA

American Northwest Advisory Services L.L.C.

Christopher Arnold is a financial advisor at American Northwest Advisory Services L.L.C. with one year of industry experience. He holds a Series 65 designation and has worked in various roles at firms including American Northwest Retirement Plan Services LLC and Northwest Administrators. American Northwest Advisory Services, L.L.C. provides fee-only investment management and related financial planning, tax, and trust/estate guidance to individuals, retirement plans, small businesses, and charitable organizations. The firm focuses on strategic asset allocation using a core-and-satellite approach, primarily serving pension consulting relationships alongside individual clients.

Retirement income strategy General retirement planning
user avatar

Thomas O

Series 65

Federal Way, WA

American Northwest Advisory Services L.L.C.

Thomas Oakes is a financial advisor with American Northwest Advisory Services L.L.C. in Federal Way, WA, holding a Series 65 credential and 10 years of industry experience. He has been with American NW Advisory Services since 2011. Outside of his advisory role, Oakes is the owner and CEO of Oakway LLC, a business focused on education and entertainment that involves activities such as video creation and music production. American Northwest Advisory Services, L.L.C. provides personalized, fee-only investment management and financial planning services to individuals, pension and profit-sharing plans, small businesses, charitable organizations, and estates. The firm is notable for its concentration in pension consulting, employing a core-and-satellite investment approach and a variety of analysis methods.

Retirement income strategy General retirement planning
user avatar

Ethan C

Series 65

Federal Way, WA

American Northwest Advisory Services L.L.C.

Ethan Cox is a financial advisor with American Northwest Advisory Services L.L.C. based in Federal Way, WA. He holds a Series 65 designation and has 10 years of industry experience. American Northwest Advisory Services, L.L.C. provides personalized, fee-only investment management and financial planning to individuals, pension and profit-sharing plans, small businesses, charitable organizations, and estates. The firm uses a core-and-satellite approach with strategic asset allocation primarily for clients nearing retirement and has a significant focus on pension consulting relationships.

Retirement income strategy General retirement planning
View complete list of advisors at this firm
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