David John Stuehling

Employer firm

Mercer Global Advisors Inc. CRD 147363

$84.4B regulatory AUM 87 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/1998 → 11/2019
  Ameriprise Financial Services, Inc.
  West Conshohocken, PA
• 01/2025 → Present
  Mercer Global Advisors Inc.
  Bend, OR
• 11/2019 → 01/2025
  Integrated Wealth Concepts Llc
  Bend, OR

Previous Registrations

• 2019-11-08 → 2025-01-06
  Integrated Wealth Concepts Llc
  Bend, OR
• 2013-09-19 → 2019-11-12
  Ameriprise Financial Services, Llc
  Bend, OR
  Bend, OR
  Bend, OR
  Bend, OR

Other Businesses

1. Life, Health, and Variable Lines Insurance License; Investment-related; 2355 Northwest Labiche Lane, Bend, OR 97703; Insurance sales; Insurance Producer; 10/05/2000; 0 hrs. per month; 0 hrs. during trading hours; Holds active insurance licenses.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-02-12
• S63 Uniform Securities Agent State Law Examination
  1998-12-23

Designations

• Certified Financial Planner
• Chartered Financial Consultant