NW Advisory
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$74,664,633
Clients
261
Advisors
2
across 2 offices
About
NW Advisory, LLC provides ongoing investment management and financial planning services to individuals and high net worth individuals, offering both discretionary and non‑discretionary portfolio supervision. The firm also offers estate planning education and coordination, using third‑party software to help clients organize information while encouraging engagement of legal counsel for document preparation.
The firm follows long‑term investment strategies designed to align portfolios with client goals, risk tolerance, and time horizon, with accounts reviewed on an ongoing basis and periodically rebalanced as appropriate. NW Advisory recommends that client assets be maintained with independent qualified custodians and does not itself maintain custody of client assets.
Distinctive elements in the brochure include insurance activities: the firm’s principal is licensed as an insurance agent and the firm may sell insurance products separately, with commissions disclosed as a potential conflict of interest. The combination of direct insurance sales and formal estate planning education/coordination, along with coordination with outside attorneys and referrals from other professionals, differentiates its service mix from many peers.
Client services
Expertise
Fee options
Charged quarterly in arrears as a percentage of assets under management (specific rate not stated)
Commissions may be received for insurance product sales; insurance services are offered separately from advisory services
Main office
See officeWilsonville OR
Advisors at this office
1
Most active in
Oregon · Texas
Also doing business as
Convicted Financial · Financial Coaching · Nw Advisory
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
John O
Series 63, Series 65
Eugene, OR
NW Advisory
John Oeming is a financial advisor with NW Advisory in Eugene, OR, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. His career includes positions at Aegis Capital Corp, Commonwealth Financial Network, D.A. Davidson & Co., Morgan Stanley, and Citigroup Global Markets. He is also involved in fixed insurance sales. NW Advisory, LLC provides investment management and financial planning services primarily to individuals and high net worth clients. The firm emphasizes long-term strategies aligned with client goals and risk tolerance, offers estate planning education and coordination, and integrates insurance sales alongside coordination with outside attorneys to support client needs.
Nathan O
Series 63, Series 65
Wilsonville, OR
NW Advisory
Nathan Oeming is a financial advisor at NW Advisory with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Commonwealth Financial Network before joining NW Advisory in 2020. In addition to his advisory role, he provides insurance consulting for life, disability, and long-term care products. NW Advisory offers investment management services primarily to individuals and high net worth clients, focusing on long-term strategies tailored to client goals and risk tolerance. The firm also provides financial and estate planning education using third-party software, while recommending independent custodians for client assets.
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