Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
9 advisors
Number of Clients
95 clients
Average Client Portfolio
$371K average
Assets Under Management
$35.3M

Fee Structure

Financial Planning:Investment management only

Mr. Grubb works as a registered representative and is licensed to sell life insurance, long-term care, and fixed annuities on a commission basis. He may also receive 12(b)-1 trail or service fees from Mutual Fund companies.

Areas of Practice
Investment ManagementInsurance Planning
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Advisor Information

Office location

9 S Washington St Ste 210, Spokane, WA, 99201

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Kevin owns Clover Technologies, LLC, providing computer support and training, dedicating a few hours per week. He is also a Notary Public for the State of Montana, spending minimal time on this. Finally, Kevin owns a landscaping business, spending nearly full-time hours on it.

Employment History
Current Registrations
Northwest Investment Advisors, INC
October 2017 - Present · 8 yrs 3 mos
Northwest Investment Advisors, INC.
September 2017 - Present · 8 yrs 4 mos
Northwest Investment Advisors, INC. Broker
September 2017 - Present · 8 yrs 4 mos
Previous Registrations
Wells Fargo Advisors, LLC Broker
May 2015 - October 2015 · 5 mos
Wells Fargo Advisors, LLC
May 2015 - October 2015 · 5 mos
Waddell & Reed
October 2012 - October 2013 · 1 yr
Waddell & Reed, INC.Broker
September 2012 - October 2013 · 1 yr 1 mo
State Registrations3 states
CAMTWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.