Kira Kinsman

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

• 05/2026 → Present
  Mercer Global Advisors Inc.
  Vadnais Heights, MN
• 08/2024 → 05/2026
  Homemaking
  St. Petersburg, FL
• 04/2022 → 08/2024
  Fidelity Investments
  Clearwater, FL
• 07/2019 → 05/2020
  Fidelity Investments
  Lone Tree, CO
• 06/2018 → 07/2019
  Fidelity Investments
  Greenwood Village, CO
• 10/2017 → 06/2018
  Fidelity Investments
  Greenwood Village, CO
• 01/2017 → 10/2017
  Fidelity Investments
  Greenwood Village, CO
• 05/2020 → 04/2022
  Fidelity Investments
  Lone Tree, CO
• 06/2016 → 12/2016
  Yardhouse
  Denver, CO
• 10/2016 → 01/2017
  Core Poewr Yoga
  Denver, CO

Previous Registrations

• 2018-07-13 → 2024-08-08
  Fidelity Personal And Workplace Advisors
  Boston, MA
  Clearwater, FL
• 2017-10-06 → 2018-07-13
  Strategic Advisers Llc
  Greenwood Village, CO

Exams

• S66 Uniform Combined State Law Examination
  2017-09-27
• S63 Uniform Securities Agent State Law Examination
  2017-02-24

Designations

• Certified Financial Planner

Other Names

• Kira Clunis