Michael
Van Boening
Mercer Global Advisors Inc
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About this Advisor
Michael Van Boening is a financial advisor based in Aurora, Colorado, working with Mercer Global Advisors Inc. Michael has previously held positions at Loyd Financial Management Inc, Rimini Street, Inc, Mss Technologies, Play It Again Sports, Edward Jones, Gwfs Equities, Inc, J.P. Morgan Securities LLC, Jpmorgan Chase Bank, N.A, Collegeinvest, Advised Assets Group, LLC, Mercer Global Advisors Inc, and Magellan Federal. Michael has passed the Series 66, Series 65, and Series 63 regulatory exams and is registered to provide services in Colorado. Currently, Michael is part of Mercer Global Advisors Inc, which operates out of Aurora, Colorado. The firm has 83 offices and 1,020 employees. The firm manages assets totaling $45.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Mercer Global Advisors Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Mercer Global Advisors Inc Brokerage Details
$45,350,198,548
1,020
86,945
$521,596
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
Michael Van Boening Work History
Mercer Global Advisors Inc
Magellan Federal
J.P. Morgan Securities LLC
Jpmorgan Chase Bank, N.A
Collegeinvest
Rimini Street, Inc
Edward Jones
Gwfs Equities, Inc
Advised Assets Group, LLC
Loyd Financial Management Inc
Rimini Street, Inc
Mss Technologies
Play It Again Sports
Disclosures
Please visit the SEC profile of Michael Van Boening 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
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Appleton, WI
The content in this profile was updated by SmartAsset on 6/19/2024. 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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