Kathleen Lynn Mcmahon

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

• 01/2018 → 03/2022
  Truenorth North Wealth Advisors
  Seattle, WA
• 03/2023 → 03/2024
  Mercer Global Advisors Inc.
  Denver, CO
• 04/2022 → 03/2023
  Unemployed
  Bainbridge Island, WA
• 10/2014 → 12/2017
  Montana State University
  Bozeman, MT
• 03/2024 → Present
  Mercer Global Advisors Inc.
  Denver, CO

Previous Registrations

• 2020-03-25 → 2022-12-12
  Truenorth Wealth Advisors
  Seattle, WA

Other Businesses

N/a; Investment-related; 240 North Avenue E, Missoula, MT 59801; Leasing of land at two properties in Montana; Joint Land Owner; 04/01/2022; 1hr. per month; 0 hrs. per month; Create land lease agreements annually.

Designations

• Certified Financial Planner

Other Names

• Kathleen Lynn Hitchins