Julie A. Wurst, CFP
45yrs
Top advisor by experience in Tacoma
6yrs
Kurt Chambers is a fiduciary financial advisor in Tacoma, Washington, with 6 years in the industry. Kurt joined Merrill in 2021, 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 304 advisors with offices in Tacoma, and one of 287 fiduciaries.
At a glance
Experience6 years (since 2021)
How that compares ?6 years in the industry
Office1201 Pacific Ave, Tacoma, WA 98402
FirmMerrill
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 ?1 state
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
- 2021 – nowMerrillCurrent firm
Contact Kurt
Local office(253) 593-8881Ask for Kurt. (800) 637-7455Main office · New York, NY 1201 Pacific AveTacoma, WA 98402Office · Get directions
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Questions to ask Kurt
Tailored to Kurt’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- 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 Kurt
How do I contact Kurt?
Call Kurt’s local office at (253) 593-8881 or the Merrill main office at (800) 637-7455, and ask for Kurt Chambers.
How long has Kurt been a financial advisor?
Kurt has been in the industry since 2021, about 6 years. 6 years in the industry.
What licenses does Kurt hold?
Series 66. Tap any license on this page to see what it allows.
Is Kurt a fiduciary?
Kurt is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Kurt paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Kurt 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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