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Kevin David Russell

Mercer Global Advisors Inc.

Denver, CO

Traverse City, MI

CRD 5839107

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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
MI RA APPROVED 2019-01-25
  • MI RA
    APPROVED
    Since 2019-01-25

Branch Locations

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

310 West Front Street Suite 308, Traverse City, MI 49684 • 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
Financial & Investment Management Group Ltd Traverse City MI 10/2002 Present
Mercer Global Advisors Inc. Traverse City MI 12/2018 06/2022
Mercer Global Advisors Traverse City MI 06/2022 Present
  • 10/2002 → Present
    Financial & Investment Management Group Ltd
    Traverse City, MI
  • 12/2018 → 06/2022
    Mercer Global Advisors Inc.
    Traverse City, MI
  • 06/2022 → Present
    Mercer Global Advisors
    Traverse City, MI
Previous Registrations
  • 2010-10-08 → 2019-05-22
    Fim Group
    Traverse City, MI
Designations
  • Certified Financial Planner

View on SEC IAPD

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