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Kurt Robert Vogel

Mercer Global Advisors Inc.

Sierra Madre, CA

CRD 8330747

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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
CA RA APPROVED 2026-08-19
  • CA RA
    APPROVED
    Since 2026-08-19

Branch Locations

Sierra Madre, CA • 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. Sierra Madre CA 10/2025 07/2026
Singer Burke Zimmer & Kogan, Llp Encino CA 01/2015 01/2021
Singer Burke Zimmer & Kogan, Llp Encino CA 01/2021 09/2025
Mercer Global Advisors Inc. Encino CA 07/2026 Present
Designations
  • Certified Financial Planner

View on SEC IAPD

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