Kristen Ann Cordell

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

• 01/2018 → 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

• S65 Uniform Investment Adviser Law Examination
  2020-08-04
• S63 Uniform Securities Agent State Law Examination
  2019-10-16

Other Names

• Kristen Ann Brietzke