Kimberly Linnea Foss

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

• 01/2023 → Present
  Mercer Global Advisors Inc.
  Roseville, CA
• 03/2002 → 12/2022
  Empyrion Wealth Management Inc.
  Roseville, CA

Previous Registrations

• 1990-10-14 → 2022-12-31
  Empyrion Wealth Management, Inc.
  Roseville, CA
  Roseville, CA

Exams

• S63 Uniform Securities Agent State Law Examination
  1984-11-08

Designations

• Certified Financial Planner

Other Names

• Kim Foss Erickson
• Kimberly L Foss
• Kim Linnea Foss
• Kim Linnea Fosserickson
• Kim Linnea Foss-Erickson