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Alex Johnson joins Northwest Bank as Wealth Advisor in Spencer

posted on Friday, February 11, 2022 in What We're Reading

Northwest Wealth Management logo and photo of Alex Johnson

Alex Johnson | Wealth Advisor

Office: 712.580.4109 | 705 Grand Avenue, Spencer, IA 51301

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Eric Van Der Heide, President at Northwest Wealth Management is pleased to announce Alex Johnson has accepted the position as Wealth Advisor with Northwest Wealth Management in Spencer.  Alex joins Dean Jacobsen, also a Wealth Advisor in Spencer.  Northwest Wealth Management, an affiliate of Northwest Bank, offers comprehensive financial planning, retirement planning, investment management, and retirement plan services to individuals and families, large and small companies, and non-profit foundations.    

Van Der Heide explained, “Alex is a Spencer native and is well known and well respected throughout the Spencer community.  Having been in the financial planning industry for 11 years, he has a proven track record of earning the confidence of his clients.  His passion for guiding clients through the unique financial complexities they each face and his belief that every investor deserves the highest standard of care from their advisor make Alex a great fit with the Northwest Wealth Management team.”

When asked about this new opportunity, Johnson stated, “I’m very excited to be part of the Northwest team.  As I searched for the best platform to serve my clients long term needs, the decision to choose Northwest Wealth Management was clear.  Our philosophies and approach align very well and having the support of an organization like Northwest Bank is a great opportunity.  The support we’ve received from Dean and the rest of the team has been wonderful.  I’m especially grateful to be able to start this new chapter along with Rhonda Maassen, Client Service Specialist, who has worked with me since I started my career 11 years ago.  I am looking forward to continuing to serve clients and grow the wealth management business.”

Northwest Wealth Management is a Registered Investment Advisor with over $625 million of Assets Under Management and advises on an additional $100 Million of retirement plan assets as of December 31, 2021.  A current total of 10 Wealth Advisors serve in Northwest Bank locations including Ames, Ankeny, Arnolds Park, Fort Dodge, Le Mars, Omaha, Sioux City, Spencer, Spirit Lake, and West Des Moines.

Advisors represent Northwest Wealth Management, LLC, a Registered Investment Advisor and affiliate of Northwest Bank.  Not FDIC Insured ◆ No Bank Guarantee ◆ May Lose Value

Northwest Bank | Member FDIC

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