Kevin B. Glynn

NORTHWEST ASSET MANAGEMENT

LIBERTY LAKE, WA

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CRD#: 1364131

Professional summary

Kevin Bonner Glynn is a registered financial advisor currently at NORTHWEST ASSET MANAGEMENT located in Liberty Lake, Washington.

Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Kevin has worked at 20 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Bonner Glynn's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

April 12, 2018 - Present

NORTHWEST ASSET MANAGEMENT

RIA

CRD#: 147923

LIBERTY LAKE, WA

Past

April 11, 2016 - April 10, 2018

MERRIMAN

RIA

CRD#: 166580

Spokane, WA

Past

November 6, 2013 - April 4, 2016

SUMMIT CAPITAL MANAGEMENT LLC

RIA

CRD#: 106812

SEATTLE, WA

Past

June 12, 2009 - October 4, 2013

IC ADVISORY SERVICES, INC.

RIA

CRD#: 140190

LIBERTY LANE, WA

Past

June 12, 2009 - October 4, 2013

THE INVESTMENT CENTER, INC.

CRD#: 17839

LIBERTY LAKE, WA

Past

June 1, 2009 - June 23, 2009

MORGAN STANLEY

RIA

CRD#: 149777

COEUR D'ALENE, ID

Past

June 1, 2009 - June 23, 2009

MORGAN STANLEY

CRD#: 149777

COEUR D'ALENE, ID

Past

January 8, 2007 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

COEUR D'ALENE, ID

Past

January 8, 2007 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

COEUR D'ALENE, ID

Past

March 26, 2002 - January 22, 2007

D.A. DAVIDSON & CO.

RIA

CRD#: 199

COEUR D' ALENE, ID

Past

April 1, 1996 - January 22, 2007

D.A. DAVIDSON & CO.

CRD#: 199

COEUR D' ALENE, ID

Past

May 22, 1995 - April 9, 1996

INVEST FINANCIAL CORPORATION

CRD#: 12984

APPLETON, WI

Past

November 13, 1991 - May 11, 1995

KEY INVESTMENTS INC.

CRD#: 15873

CLEVELAND, OH

Past

August 1, 1991 - November 6, 1991

IFMG SECURITIES, INC.

CRD#: 14416

PURCHASE, NY

Past

May 22, 1991 - August 1, 1991

PAMCO SECURITIES AND INSURANCE SERVICES

CRD#: 11028

Past

May 21, 1991 - September 4, 1991

GAF FINANCIAL AND INSURANCE SERVICES

CRD#: 14123

Past

February 6, 1991 - May 21, 1991

CAPITAL BROKERAGE CORPORATION

CRD#: 10465

GLEN ALLEN, VA

Past

February 21, 1990 - February 7, 1991

PACIFIC FIRST SECURITIES, LTD.

CRD#: 18021

Past

October 5, 1988 - October 30, 1989

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

CRD#: 680

NEWARK, NJ

Past

October 5, 1988 - October 30, 1989

PRUCO SECURITIES, LLC.

CRD#: 5685

NEWARK, NJ

Past

July 22, 1988 - August 23, 1988

CENTURY INVESTORS OF AMERICA, INC.

CRD#: 5322

Past

March 24, 1986 - October 2, 1986

ACUMENT SECURITIES, INC.

CRD#: 7661

Past

May 23, 1985 - April 1, 1986

MICHAEL C. TALLEY & CO., INC.

CRD#: 8679

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

NORTHWEST ASSET MANAGEMENT

CRD#: 147923 / SEC#: 801-69483

RIA

Registered Investment Advisory firm - (8/20/2008 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Idaho
(1/27/2023)

IAR

Texas
(5/9/2019)

IAR

Washington
(4/12/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/11/1998

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/4/1985

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 5/18/1985

General Securities Representative Examination

Current Firm

NORTHWEST ASSET MANAGEMENT

CRD#: 147923 / SEC#: 801-69483

RIA

Registered Investment Advisory firm - (8/20/2008 Approved)

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Contact information

Main Address

2835 82nd Avenue Se Ste 100, Mercer Island, WA 98040

Mailing Address

Phone number

(206) 838-3680

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (40 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A FIRM BROCHURE (147923) (3/31/2025)

ADV PART 2 NWASSET WRAP (147923) (3/31/2025)

Regulatory assets under management

Total Number of Accounts	8,844
AUM (Assets Under Management)	$ 3,608,262,509

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Kevin B. Glynn

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Bonner Glynn's CRS (Customer Relationship Summary).

Certified licenses

Experience

MERRIMAN

SUMMIT CAPITAL MANAGEMENT LLC

IC ADVISORY SERVICES, INC.

THE INVESTMENT CENTER, INC.

MORGAN STANLEY

MORGAN STANLEY

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

D.A. DAVIDSON & CO.

D.A. DAVIDSON & CO.

INVEST FINANCIAL CORPORATION

KEY INVESTMENTS INC.

IFMG SECURITIES, INC.

PAMCO SECURITIES AND INSURANCE SERVICES

GAF FINANCIAL AND INSURANCE SERVICES

CAPITAL BROKERAGE CORPORATION

PACIFIC FIRST SECURITIES, LTD.

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

PRUCO SECURITIES, LLC.

CENTURY INVESTORS OF AMERICA, INC.

ACUMENT SECURITIES, INC.

MICHAEL C. TALLEY & CO., INC.

Primary Firm SEC Registration

NORTHWEST ASSET MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 3/11/1998

Series 63

Date: 5/4/1985

Series 7

Date: 5/18/1985

Current Firm

NORTHWEST ASSET MANAGEMENT

Contact information

SEC notice filing (40 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

NORTHWEST ASSET MANAGEMENT

TRUST BUT VERIFY

Contact information

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