Kyle David Dodrill

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

• 08/2016 → 08/2017
  Sii
  Vancouver, WA
• 08/2017 → 02/2019
  Blue Water Wealth, Inc
  Portland, OR
• 09/2017 → 02/2019
  Cambridge Investment Research, Inc
  Fairfield, IA
• 02/2019 → 06/2021
  Empirical Wealth Management
  Portland, OR
• 07/2021 → 01/2025
  Deschutes Investment Consulting, Llc
  Portland, OR
• 01/2025 → Present
  Mercer Global Advisors Inc.
  Portland, OR

Previous Registrations

• 2021-07-14 → 2025-01-03
  Deschutes Investment Consulting, Llc
  Portland, OR
• 2019-02-12 → 2021-08-18
  Empirical Wealth Management
  Portland, OR
  Seattle, WA
  Portland, OR
• 2017-09-01 → 2019-02-01
  Blue Water Wealth
  Portland, OR
• 2016-08-31 → 2017-09-01
  Signator Investors, Inc.
  Vancouver, WA

Other Businesses

1. Swoon Floral Design, Not investment-related; 4902 NE 75th Avenue, Portland, OR 97218; Floral design; Occasional Assistant; 06/04/2012; 2 hours per month; 0 hours during securities trading hours; Help to move flowers in and out of event locations.

Exams

• S66 Uniform Combined State Law Examination
  2016-08-30

Designations

• Certified Financial Planner

Other Names

• Kyle Dodrill