Kathleen Lynn McMahon
Investment Adviser Representative at Mercer Global Advisors Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Kathleen Lynn McMahon is an investment adviser representative with Mercer Global Advisors Inc. in Missoula, MT, where they have been registered since 2023. They have worked in the securities industry since 2020 and were previously registered with Truenorth Wealth Advisors. They are registered to provide investment advice in Idaho, Montana, Oregon, and Washington.
Registrations & licenses
- Investment adviser:
- Idaho, Montana, Oregon, Washington
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- trueNorth North Wealth AdvisorsJan 2018 – Mar 2022Seattle, WA
- Mercer Global Advisors Inc.Mar 2023 – Mar 2024Denver, CO
- UnemployedApr 2022 – Mar 2023Bainbridge Island, WA
- Montana State UniversityOct 2014 – Dec 2017Bozeman, MT
- Mercer Global Advisors Inc.Mar 2024 – no end date reportedDenver, CO
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Mercer Global Advisors Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Other
- Wealth Path - First $1,000,0001.30%
- Wealth Path - Next $1,000,0001.00%
- Custom Wealth / Ascend Group - First $1,000,0001.10%
- Custom Wealth / Ascend Group - Next $1,000,0001.00%
+4 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 740
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Denver, CO
- SEC file number:
- 801-69271
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 17, 2026
View full firm profileOther advisors at Mercer Global Advisors Inc.
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Kathleen Lynn McMahon has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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