Molly O'Shea
NorthWest Financial Services · Indianapolis, Indiana
Molly O'Shea is a fee-only financial advisor at NorthWest Financial Services in Indianapolis, Indiana. NorthWest Financial Services reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | NorthWest Financial Services |
|---|---|
| Based in | Indianapolis, Indiana |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $634.9M across 377 accounts |
| SEC registration | Investment adviser representative in IN, TX · CRD 7605321 |
| Exams passed | Series 65 (2022) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.northwestfinancial.net |
How Molly's firm compares
- NorthWest Financial Services's average account is about $1.7 million, from its Form ADV (assets managed divided by 377 accounts).
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Questions about Molly
Is Molly O'Shea a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Molly holds no broker registration, and NorthWest Financial Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Molly charge for financial advice?
Molly's firm, NorthWest Financial Services, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Molly O'Shea based?
Molly O'Shea is based in Indianapolis, Indiana.
Is Molly O'Shea registered with the SEC?
Yes. Molly O'Shea is registered as an investment adviser representative in IN and TX (CRD 7605321), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does NorthWest Financial Services manage?
NorthWest Financial Services reports $634.9M across 377 accounts in assets under management.
How do I contact Molly O'Shea?
Through Molly's website, www.northwestfinancial.net.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- NorthWest Financial Services website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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