Kate
Schelonka
Mercer Global Advisors Inc
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About this Advisor
Kate Schelonka is a financial advisor based in Denver, Colorado who has 2 years of industry experience. Schelonka is an advisor for Mercer Global Advisors Inc. Over the course of their career, Schelonka has held roles at Mercer Advisors, N/A, Comfort Dental, Cu Boulder and Student. Schelonka has a Series 65 license, which qualifies them as an investment advisor representative, and is able to operate in Colorado. Mercer Global Advisors Inc is a firm that has its headquarters in Denver, CO. It has offices in 80 locations and a total of 900 employees. It has $35 billion in assets among its 76,213 client accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm provides financial advisory services to 89 charities and foundations. Of its 76,213 customer accounts, 34% are associated with high-net-worth individuals who have more than $1 million in investable assets. The firm provides 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. A financial advisor's fee schedules largely depend on which services the firm provides the client. However, fee types billed by Mercer Global Advisors Inc most likely include 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
Kate Schelonka Work History
Kate has been registered as a financial advisor for 2 years.*
Mercer Advisors
N/A
Comfort Dental
Cu Boulder
Cu Boulder
Student
*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 Kate Schelonka 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
Portland, OR
Denver, CO
Denver, CO
Denver, CO
Denver, CO
New York, NY
Santa Barbara, CA
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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