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Kristen Ann Cordell

Mercer Global Advisors Inc.

Portage, MI

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
NY RA APPROVED 2024-01-26
MI RA APPROVED 2022-05-26
  • NY RA
    APPROVED
    Since 2024-01-26
  • MI RA
    APPROVED
    Since 2022-05-26

Branch Locations

590 W Centre Ave, Portage, MI 49024 • 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
Raymond James Financial Services, Inc. Portage MI 01/2018 06/2019
Raymond James Financial Services, Inc. Portage MI 06/2019 11/2020
Sanford Advisory Portage MI 11/2020 04/2022
Sanford Advisory Services, Llc Portage MI 01/2018 10/2020
Kreis Enderle Hudgins & Norsos Portage MI 07/2007 01/2018
Mercer Global Advisors Inc Portage MI 05/2022 10/2023
Mercer Global Advisors Inc. Portage MI 10/2023 Present
  • 01/2018 → 06/2019
    Raymond James Financial Services, Inc.
    Portage, MI
  • 06/2019 → 11/2020
    Raymond James Financial Services, Inc.
    Portage, MI
  • 11/2020 → 04/2022
    Sanford Advisory
    Portage, MI
  • 01/2018 → 10/2020
    Sanford Advisory Services, Llc
    Portage, MI
  • 07/2007 → 01/2018
    Kreis Enderle Hudgins & Norsos
    Portage, MI
  • 05/2022 → 10/2023
    Mercer Global Advisors Inc
    Portage, MI
  • 10/2023 → Present
    Mercer Global Advisors Inc.
    Portage, MI
Previous Registrations
  • 2020-12-15 → 2023-07-05
    Sanford Advisory
    Portage, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-08-04
S63 Uniform Securities Agent State Law Examination 2019-10-16
  • S65 Uniform Investment Adviser Law Examination
    2020-08-04
  • S63 Uniform Securities Agent State Law Examination
    2019-10-16
Other Names
  • Kristen Ann Brietzke

View on SEC IAPD

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ZHANG FINANCIAL · PORTAGE, MI
EDELMAN FINANCIAL ENGINES · PORTAGE, MI
EDWARD JONES · Portage, MI
PFS INVESTMENTS INC. · PORTAGE, MI
PFS INVESTMENTS INC. · PORTAGE, MI
STIFEL, NICOLAUS & COMPANY, INCORPORATED · PORTAGE, MI
PFS INVESTMENTS INC. · PORTAGE, MI
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · PORTAGE, MI

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