Rachel Leman
NorthWest Financial Services · Indianapolis, Indiana
Rachel Leman is a fee-only financial advisor at NorthWest Financial Services in Indianapolis, Indiana, who holds the CFP credential. NorthWest Financial Services reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Rachel →
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 |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IN, TX · CRD 6844374 |
| Exams passed | Series 65 (2017) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.northwestfinancial.net |
How Rachel's firm compares
- NorthWest Financial Services's average account is about $1.7 million, from its Form ADV (assets managed divided by 377 accounts).
Request an introduction to Rachel
Tell Rachel a little about what you're looking for. Rachel isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Rachel
Is Rachel Leman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Rachel 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 Rachel charge for financial advice?
Rachel's firm, NorthWest Financial Services, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Rachel Leman based?
Rachel Leman is based in Indianapolis, Indiana.
What credentials does Rachel Leman hold?
Rachel Leman holds the CFP credential.
Is Rachel Leman registered with the SEC?
Yes. Rachel Leman is registered as an investment adviser representative in IN and TX (CRD 6844374), 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 Rachel Leman?
Through Rachel'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.
See something wrong? Request a correction. Read our methodology.