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Benjamin William Kautz

Mercer Global Advisors Inc.

Ann Arbor, MI

Franklin, TN

Columbus, OH

CRD 5792772

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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:

Current Employers
Mercer Global Advisors Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TN RA APP_PEND_IARCE 2026-06-25
CA RA APP_PEND_IARCE 2026-01-01
IL RA APP_PEND_IARCE 2026-01-01
MI RA APP_PEND_IARCE 2026-01-01
MN RA APP_PEND_IARCE 2026-01-01
WI RA APP_PEND_IARCE 2026-01-01
OH RA APPROVED 2022-09-16
  • TN RA
    APP_PEND_IARCE
    Since 2026-06-25
  • CA RA
    APP_PEND_IARCE
    Since 2026-01-01
  • IL RA
    APP_PEND_IARCE
    Since 2026-01-01
  • MI RA
    APP_PEND_IARCE
    Since 2026-01-01
  • MN RA
    APP_PEND_IARCE
    Since 2026-01-01
  • WI RA
    APP_PEND_IARCE
    Since 2026-01-01
  • OH RA
    APPROVED
    Since 2022-09-16

Branch Locations

2373 Oak Valley Drive Suite 110 , Ann Arbor, MI 48103 • United States

412 Main Street Suite 200 , Franklin, TN 37064 • United States

Columbus, OH • 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
Mercer Global Advisors. Inc. San Francisco CA 09/2015 03/2017
Mercer Global Advisors Inc. San Francisco CA 04/2017 11/2017
Mercer Global Advisors Inc. San Francisco CA 11/2017 10/2023
Mercer Global Advisors Inc. Columbus OH 01/2026 Present
Mercer Global Advisors Inc. San Fransisco CA 11/2023 12/2025
Previous Registrations
Designations
  • Certified Financial Planner
Other Names
  • Ben Kautz

View on SEC IAPD

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