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Katherine Anne Fincher

Mercer Global Advisors Inc.

Ketchum, ID

Denver, CO

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Current Employers
Mercer Global Advisors Inc.

1200 17Th Street Suite 2000, Denver, CO 80202 • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2025-04-11
  • ID RA
    APPROVED
    Since 2025-04-11

Branch Locations

131 4Th Street East Suite 320, Ketchum, ID 83340 • United States

1200 17Th Street Suite 2000, Denver, CO 80202 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cetera Advisor Networks Llc El Segundo CA 01/2013 02/2017
Fidelity Brokerage Services Llc Washington DC 02/2017 02/2019
Fidelity Personal And Workplace Advisors Boston MA 07/2018 02/2019
Mason Investment Advisory Services, Inc. Reston VA 03/2019 03/2025
Mercer Global Advisors Inc. Ketchum ID 03/2025 Present
  • 01/2013 → 02/2017
    Cetera Advisor Networks Llc
    El Segundo, CA
  • 02/2017 → 02/2019
    Fidelity Brokerage Services Llc
    Washington, DC
  • 07/2018 → 02/2019
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2019 → 03/2025
    Mason Investment Advisory Services, Inc.
    Reston, VA
  • 03/2025 → Present
    Mercer Global Advisors Inc.
    Ketchum, ID
Previous Registrations
  • 2019-03-19 → 2025-03-10
    Mason Investment Advisory Services Inc
    Reston, VA
    Ketchum, ID
  • 2018-07-13 → 2019-02-21
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 2017-03-27 → 2018-07-13
    Strategic Advisers Llc
    Washington, DC
  • 2012-09-25 → 2017-02-21
    Cetera Wealth Services, Llc
    San Diego, CA
    San Diego, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-09-24
  • S66 Uniform Combined State Law Examination
    2012-09-24
Designations
Other Names
  • Katherine Anne Maerkle

View on SEC IAPD

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Other Offices

SKY-MOUNTAIN CAPITAL MANAGEMENT · KETCHUM, ID
NORTHBANK CAPITAL MANAGEMENT, LLC · KETCHUM, ID
RAYMOND JAMES & ASSOCIATES, INC. · Ketchum, ID
AMERICAN CAPITAL ADVISORY, LLC · KETCHUM, ID
TUGBOAT VENTURES · KETCHUM, ID
HAZLETT WEALTH MANAGEMENT LLC · KETCHUM, ID
COMMONWEALTH FINANCIAL NETWORK · Ketchum, ID
RBC CAPITAL MARKETS, LLC · KETCHUM, ID

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