Kristen Elisabeth Moosmiller

Employer firm

Mercer Global Advisors Inc. CRD 147363

$84.4B regulatory AUM 87 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2014 → 12/2018
  Partnership Financial Llc
  Columbus, OH
• 04/2018 → 06/2026
  Northavenue, Llc
  Columbus, OH
• 07/2026 → Present
  Mercer Global Advisors Inc.
  Columbus, OH

Previous Registrations

• 2014-11-17 → 2019-01-02
  Partnership Financial, Llc
  Columbus, OH
• 2013-04-01 → 2015-04-22
  Pds Planning Inc
  Dublin, OH

Other Businesses

1. Fortuna Bank; Not investment-related; 871 Goodale Blvd. Grandview Heights, OH 43212; Women-owned bank; passive investor; 12/31/2024; 0 hours/month; 0 hours during security trading hours; No active duties related to this business. 2. The Women’s Fund of Central Ohio; Not investment-related; 831 Goodale Blvd. Grandview Heights, OH 43212; Public Foundation focused on gender equality; Board Member and Donor; 07/01/2024; 5 hours/month; 0 hours during security trading hours; Attend board meetings, review/monitor finances, provide feedback and recommendations, promote the work of the organization.

Designations

• Certified Financial Planner

Other Names

• Kristen Moosmiller
• Kristen E. Moosmiller
• Kristen Elisabeth Moosmiller