David
Kerber
Mercer Global Advisors Inc
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About this Advisor
David Kerber is a certified financial planner working in Scottsdale, Arizona, with a total of 7 years of relevant experience. Kerber works at Mercer Global Advisors Inc. The advisor has gained experience at Meristem, Robert W. Baird & Co and Mercer Global Advisors Inc. Kerber maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can serve investors in Arizona, California and Texas. Mercer Global Advisors Inc is a company operating out of Denver, CO. It has offices in 80 locations and a total of 900 advisors. It has $35 billion in assets under management among its 76,213 client accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm advises 89 charities and foundations. Of its 76,213 accounts, 34% are associated with high-net-worth investors who have more than $1 million in investable assets. The company offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. Financial management fees typically depend on the type of financial services. Fees charged by Mercer Global Advisors Inc likely consist of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mercer Global Advisors Inc Brokerage Details
$35,141,673,366
900
76,213
$461,098
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
David Kerber Work History
David has been registered as a financial advisor for 7 years.*
Mercer Global Advisors Inc
Mercer Global Advisors Inc
Mercer Global Advisors Inc
Robert W. Baird & Co
Meristem
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of David Kerber to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Mercer Global Advisors Inc
Walnut Creek, CA
Denver, CO
Santa Barbara, CA
Denver, CO
Portland, OR
Denver, CO
Vienna, VA
New York, NY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
