Emily
Hengstler
Merriman
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About this Advisor
Emily Hengstler is a financial advisor who works in Seattle, Washington who has 1 year of industry experience. Hengstler is an advisor for Merriman. Throughout their career, Hengstler has worked at Coldstream Wealth Management, Tilburg University, Perkins Coie Trust Company, Jujubeet Café, Boys And Girls Clubs Of Sw Washington, University Of Washington, Fort Vancouver High School: Center For International Studies and Merriman Wealth Management. Hengstler maintains Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and can work in Washington. Merriman is a financial advisory company operating out of Seattle, WA. The company has offices in four locations and a total of 57 employees. It oversees $3 billion in total assets across its 2,306 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management. Of its 2,306 accounts, 43% belong to high-net-worth clients who have greater than $1 million in assets. The advisory firm offers a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers and other services. Financial advisory fees typically are based on which services the firm provides the client. Fee types charged by Merriman can include any combination of asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Merriman Brokerage Details
$3,297,155,500
57
2,306
$1,429,816
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
- Other
Emily Hengstler Work History
Emily has been registered as a financial advisor for 1 years.*
Merriman Wealth Management
Coldstream Wealth Management
Coldstream Wealth Management
Tilburg University
Perkins Coie Trust Company
Jujubeet Café
Boys And Girls Clubs Of Sw Washington
University Of Washington
Fort Vancouver High School: Center For International Studies
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Emily Hengstler to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Merriman
Spokane, WA
Seattle, WA
Seattle, WA
Seattle, WA
Eugene, OR
Seattle, WA
Seattle, WA
Seattle, WA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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