Kevin Glynn, financial advisor Liberty Lake WA

Kevin Glynn

CRD Number: 1364131
Current Firm: Northwest Asset Management

Kevin Glynn (CRD# 1364131) is an Investment Advisor Representative working at Northwest Asset Management in Liberty Lake, WA and has over 38 years of experience in the finance industry.

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Company Name Location Dates Years
Northwest Asset Management Mercer Island, WA Apr 2018 - Current 5
Merriman Wealth Management, LLC Spokane, WA Apr 2016 - Current 7
Summit Capital Management LLC Spokane, WA Oct 2013 - Mar 2016 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1985
S65 NASAA Investment Advisors Law Examination Mar 1998
Contact Info for Kevin B. Glynn
Phone Number: 206-838-3680
Registered State(s):
  • ID
  • TX
  • WA
By the Numbers
  • Total Assets Under Management
    3,027
    MILLIONS
  • Total Number of Accounts
    8,627
    ACCOUNTS
  • Average Account Value
    $350,924
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI

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