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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid John Stuehling is a financial advisor with Mercer Global Advisors Inc., specializing in financial planning, portfolio management, and estate planning. David has over 20 years of experience in the financial services industry and holds a Series 7, Series 63, and Series 65 license. David is also a Certified Financial Planner and a Chartered Financial Consultant. David’s previous employment includes Ameriprise Financial Services, Inc. and IDS Life Insurance Company. David provides advisory services to a wide range of clients including individuals, high-net-worth individuals, corporations, and charitable organizations. David's office is located in Bend, OR.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Trust services, estate planning, tax return preparation, consultation
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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OR
01/02/2025 - Present
Mercer Global Advisors Inc. (Bend OR)
OR
05/10/1999 - 11/12/2019
AMERIPRISE FINANCIAL SERVICES, INC. (Bend OR)
MN
05/10/1999 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 02/12/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/23/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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