ChooseAFinancialAdvisor.com
Advisors / Oregon / Bend
12yrs

Kevin Harrington

Financial advisor at Merrill

Kevin Harrington is a fiduciary financial advisor in Bend, Oregon, with 12 years in the industry. After six years at Wells Fargo Advisors and three years at Northwestern Mutual Investment Services, Kevin joined Merrill in 2024, a firm offering investment management, retirement plan consulting, and selecting outside investment managers. Merrill reports being paid through a percentage of assets, flat fees, and commissions.

One of 310 advisors with offices in Bend, and one of 290 fiduciaries.

Bend, OR 97702Fiduciary advisor
Call MerrillDirections

At a glance

Experience12 years (since 2015)
How that compares ?12 years in the industry
Office755 SW Bonnett Way, Bend, OR 97702
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?2 states

Services through Merrill

Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 66Uniform Combined State Law Examination

Career

  1. 2024 – now
    MerrillCurrent firm
  2. 2018 – 2024
  3. 2016 – 2018
    Northwestern Mutual Investment Services, LLCPreviously
  4. Apr 2015 – Feb 2016

Questions to ask Kevin

Tailored to Kevin’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  3. Where would my money be held, and will I get statements directly from that firm?
  4. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Kevin

How do I contact Kevin?

Call Merrill at (800) 637-7455 and ask for Kevin Harrington. Kevin works from the Bend, OR office.

How long has Kevin been a financial advisor?

Kevin has been in the industry since 2015, about 12 years. 12 years in the industry.

What licenses does Kevin hold?

Series 66. Tap any license on this page to see what it allows.

Is Kevin a fiduciary?

Kevin is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Kevin paid?

Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Kevin 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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