Northwest Asset Management
45yrs
Top advisor by experience in Mercer Island
30yrs
Warn Willis has worked in the financial industry for 30 years and is a fiduciary financial advisor based in Mercer Island, Washington. After two years at LPL Financial and 20 years at KMS Financial Services, Warn joined Mutual Advisors in 2022, a firm offering financial planning, investment management, and retirement plan consulting. Warn holds the CFP® designation.
One of 171 advisors with offices in Mercer Island, and one of 163 fiduciaries.
At a glance
Experience30 years (since 1996)
How that compares ?Top 15% by experience in Washington
Office7525 SE 24th St Suite. 505, Mercer Island, WA 98040
FirmMutual Advisors
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$916,008
Advisors at the firm153
States licensed ?1 state
Services through Mutual Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2022 – nowMutual Advisors, LLCCurrent firm
- Sep 2020 – Sep 2022LPL Financial LLCPreviously
- 2000 – 2020KMS Financial Services, Inc.Previously
Contact Warn
(307) 439-6357Firm headquarters in Omaha, NE. Ask for Warn. 7525 SE 24th St Suite. 505Mercer Island, WA 98040Office · Get directions
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Questions to ask Warn
Tailored to Warn’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Warn
How do I contact Warn?
Call Mutual Advisors at (307) 439-6357 and ask for Warn Willis. Warn works from the Mercer Island, WA office.
How long has Warn been a financial advisor?
Warn has been in the industry since 1996, about 30 years. Top 15% by experience in Washington.
What licenses does Warn hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Warn a fiduciary?
Warn is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Warn paid?
Mutual Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Warn for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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