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Kimberly Kay Eskelson

Mercer Global Advisors Inc.

Bend, OR

Denver, CO

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Current Employers
Mercer Global Advisors Inc.

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

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2026-08-10
  • OR RA
    APPROVED
    Since 2026-08-10

Branch Locations

35 Nw Hawthorne Ave, Bend, OR 97703 • United States

1200 17Th Street Suite 2000, Denver, CO 80202 • 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
Homestreet Bank Seattle WA 11/2013 12/2017
Cetera Investment Services Llc St Cloud MN 01/2014 12/2017
Cetera Investment Advisers Llc Schaumburg IL 01/2014 12/2017
Wells Fargo Bank, Na Seattle WA 12/2017 10/2025
Wells Fargo Clearing Services, Llc Seattle WA 12/2017 10/2025
Mercer Global Advisors Inc. Bend OR 03/2026 Present
Unemployed Bend OR 10/2025 03/2026
Previous Registrations
  • 2018-01-04 → 2025-11-14
    Wells Fargo Clearing Services, Llc
    Bend, OR
    Seattle, WA
    Seattle, WA
    Vancouver, WA
    Bend, OR
    Bend, OR
  • 2014-01-21 → 2017-12-20
    Cetera Investment Advisers Llc
    Seattle, WA
  • 2014-01-02 → 2014-02-08
    Banner Investment Advisors, Llc
    Walla Walla, WA
  • 2014-01-03 → 2014-01-21
    Cetera Investment Services Llc
    Seattle, WA
  • 2010-07-07 → 2012-06-29
    Edward Jones
    Edmonds, WA
    St Louis, MO
    Edmonds, WA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-07-06
  • S66 Uniform Combined State Law Examination
    2010-07-06
Other Names
  • Kimberly Eskelson
  • Kimberly Kay Eskelson
  • Kim Eskelson

View on SEC IAPD

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Other Investors

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JOHN GRANT ASPELL
Kyle Turner
MARK ANDREW REIFSCHNEIDER
LESLIE DAWN LAMOTTE
ANNA Meiners Hansen
JOHN PAUL LORENZ

Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · Bend, OR
PROSPERA FINANCIAL SERVICES, INC. · Bend, OR
MORGAN STANLEY · Bend, OR
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BEND, OR
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BEND, OR
ELEVATION CAPITAL ADVISORY · BEND, OR
CAPSTONE WEALTH MANAGEMENT GROUP, LLC · BEND, OR
CAPSTONE WEALTH MANAGEMENT GROUP, INC. · BEND, OR

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