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Emily Perkins

Badgley Phelps Wealth Managers

Seattle, WA

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Current Employers
Badgley Phelps Wealth Managers

1420 Fifth Avenue Suite 3200, Seattle, WA 98101 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2025-05-05
  • WA RA
    APPROVED
    Since 2025-05-05

Branch Locations

1420 Fifth Avenue Suite 3200, Seattle, WA 98101 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Shane D Stuhr Onalaska WI 01/2016 05/2016
Mathew Alan Koole Middleton WI 06/2016 09/2016
Cary Grunder Middleton WI 10/2016 08/2019
Northwestern Mutual Life Insurance Company Milwaukee WI 05/2016 05/2016
Northwestern Mutual Investment Services Llc Middleton WI 10/2016 07/2022
Ryan Kraut Seattle WA 08/2019 01/2021
Minh Ngo Seattle WA 08/2019 01/2021
Northwestern Mutual Life Insurance Company Milwaukee WI 01/2021 07/2022
Merriman Wealth Management Seattle WA 07/2022 Present
  • 01/2016 → 05/2016
    Shane D Stuhr
    Onalaska, WI
  • 06/2016 → 09/2016
    Mathew Alan Koole
    Middleton, WI
  • 10/2016 → 08/2019
    Cary Grunder
    Middleton, WI
  • 05/2016 → 05/2016
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 10/2016 → 07/2022
    Northwestern Mutual Investment Services Llc
    Middleton, WI
  • 08/2019 → 01/2021
    Ryan Kraut
    Seattle, WA
  • 08/2019 → 01/2021
    Minh Ngo
    Seattle, WA
  • 01/2021 → 07/2022
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 07/2022 → Present
    Merriman Wealth Management
    Seattle, WA
Previous Registrations
  • 2022-11-09 → 2024-03-22
    Merriman
    Seattle, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-11-09
S63 Uniform Securities Agent State Law Examination 2017-06-30
  • S65 Uniform Investment Adviser Law Examination
    2022-11-09
  • S63 Uniform Securities Agent State Law Examination
    2017-06-30

View on SEC IAPD

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Other Investors

JOHN DAVID ALBERG
JEFFREY ALAN MULLEN
CHRIS DARRYL FEATHERSTONE
WILLIAM LEE REECE
ANDREW JAMES BARFOOT
JONATHAN JACOB WITTLIN
MATTHEW ALLAN TIGERT
JENNA M BRAZILE

Other Offices

KLAKNA GROUP LTD · SEATTLE, WA
EUCLIDEAN TECHNOLOGIES MANAGEMENT, LLC · SEATTLE, WA
MADISON PARK CAPITAL ADVISORS, LLC · SEATTLE, WA
ETERNAL DIGITAL FUND LTD. · SEATTLE, WA
FREESTONE CAPITAL MANAGEMENT, LLC · SEATTLE, WA
CEDAR RIVER CAPITAL, LLC · SEATTLE, WA
ROBERT A. UNDERHILL P.C. · SEATTLE, WA
SITKA PACIFIC CAPITAL MANAGEMENT, LLC · SEATTLE, WA

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