Kimberly
Foss

Mercer Global Advisors Inc

CRD#1188425
Investment Advisor
in Denver, CO

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About this Advisor

Kimberly Foss is a certified financial planner operating in Denver, Colorado. Foss works at Mercer Global Advisors Inc. The advisor has gained experience at Mercer Global Advisors Inc and Empyrion Wealth Management Inc. Foss holds a Series 63 license, certifying them as a securities agent, and is able to work in California and Texas. Mercer Global Advisors Inc is a financial advisory firm based in Denver, CO. The firm has offices in 80 locations and a total of 900 employees. It manages $35 billion in total assets across its 76,213 customer accounts, making it one of the largest firms in the country by assets under management. The firm advises 89 charitable organizations. Of its 76,213 accounts, 34% are associated with high-net-worth clients who have greater than $1 million in assets. Mercer Global Advisors Inc offers a number of services, including 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 vary depending on which service is offered. However, fee types charged by Mercer Global Advisors Inc may include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

less than 1 year

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1200 17Th Street Suite 500
Denver, CO 80202

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Mercer Global Advisors Inc Brokerage Details

Total Assets Under Management

$35,141,673,366

CO Average: $2,349,664,866
Total Number of Employees

900

CO Average: 28
Total Number of Accounts

76,213

CO Average: 1,101
Average Account Size

$461,098

CO Average: $2,134,119

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

Kimberly Foss Work History

Kimberly has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Mercer Global Advisors Inc

2002 - 2022 (20 years)

Empyrion Wealth Management Inc

*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 Kimberly Foss 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

James Roundy
Portland, OR
Tabetha Meier
Denver, CO
Melissa Dresnok
Denver, CO
Renee Pichette
Boulder, CO
Nicholas Campbell
Atlanta, GA
Korina Kaio-Maddox
Denver, CO
Rudolph Brandes
Denver, CO
Justin Shane
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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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.

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