Mercer
Kung Smith

Northwestern Mutual Investment Services, LLC

CRD#5547552
Investment Advisor
in Tacoma, WA

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About this Advisor

Mercer Kung Smith is a financial advisor based in Tacoma, Washington, working with Northwestern Mutual Investment Services, LLC. Mercer has previously held positions at Northwestern Mutual Investment Services, LLC, Northwestern Mutual Wealth Management Company, Michael Obrien, Nathaniel Donohue, Christopher Kaminski, Kevin Johnson, David Burnett, Nicholas Naubert, Ryan Kraut, Juliette Prince, Minh Ngo, Kathy Sanchez, Kevin B. Johnson, Eric Shutt, Mychele Johnston, Consilio Wealth Advisors, LLC, Tyler Hjelseth, Carl White Middleton, Northwestern Mutual Investment Services, and Joseph Montgomery. Mercer has passed the Series 66 regulatory exam and is registered to provide services in Washington. Currently, Mercer is part of Northwestern Mutual Investment Services, LLC, which operates out of Tacoma, Washington. The firm has 2,537 employees and offers various services. The fee structure at Northwestern Mutual Investment Services, LLC includes fixed and other fees.

Certifications and Registrations

Series 66

Services Offered

Other

Fee Structure

Fixed Fees, Others

Office Location

2115 N 30Th St Ste 102
Tacoma, WA 98403

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Northwestern Mutual Investment Services, LLC Brokerage Details

Total Number of Employees

2,537

WA Average: 43

Investment Advisory Services

  • Other

Mercer Kung Smith Work History

2022 - Present (3 years)

Northwestern Mutual Wealth Management Company

2021 - Present (4 years)

Tyler Hjelseth

2021 - Present (4 years)

Carl White Middleton

2021 - Present (4 years)

Northwestern Mutual Investment Services

2021 - 2021 (< 1 year)

Consilio Wealth Advisors, LLC

2018 - 2021 (3 years)

Mychele Johnston

2017 - 2017 (< 1 year)

Kathy Sanchez

2017 - 2021 (4 years)

Kevin B. Johnson

2017 - 2018 (1 year)

Juliette Prince

2017 - 2018 (1 year)

Eric Shutt

2016 - 2021 (5 years)

Nicholas Naubert

2016 - 2020 (4 years)

Ryan Kraut

2016 - 2017 (1 year)

Juliette Prince

2016 - 2021 (5 years)

Minh Ngo

2016 - 2017 (1 year)

Joseph Montgomery

2014 - 2021 (7 years)

Nathaniel Donohue

2014 - 2021 (7 years)

Christopher Kaminski

2014 - 2015 (1 year)

Kevin Johnson

2014 - 2017 (3 years)

David Burnett

2011 - 2021 (10 years)

Northwestern Mutual Investment Services, LLC

2011 - 2021 (10 years)

Northwestern Mutual Wealth Management Company

2011 - 2015 (4 years)

Michael Obrien

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Disclosures

Please visit the SEC profile of Mercer Kung Smith 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 Northwestern Mutual Investment Services,LLC

Stephanie Watson
New York, NY
Benjamin Hershey
Mechanicsburg, PA
Spencer Croft
Reston, VA
Ronald Coulson
Leawood, KS
Reem Rawashdeh
Omaha, NE
Drew Snodgrass
Springfield, IL
William Vincent
Peachtree Corners, GA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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