Brent
Kerstetter

Mercer Global Advisors Inc

CRD#2619349
Investment Advisor
in Portage, MI

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Brent Kerstetter is a financial advisor based in Portage, Michigan, working with Mercer Global Advisors Inc. Brent has previously held positions at Raymond James Financial Services Advisors Inc, Raymond James Financial Services, Inc, Sanford Financial Support Company, Sanford Advisory Services, and Mercer Global Advisors Inc. Brent has passed the Series 63 regulatory exam and is registered to provide services in Michigan. Currently, Brent is part of Mercer Global Advisors Inc, which operates out of Portage, Michigan. 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

Series 63, CERTIFIED FINANCIAL PLANNER™

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

590 W Centre Ave
Portage, MI 49024

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Mercer Global Advisors Inc Brokerage Details

Total Assets Under Management

$45,350,198,548

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

1,020

MI Average: 28
Total Number of Accounts

86,945

MI Average: 1,101
Average Account Size

$521,596

MI 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

Brent Kerstetter Work History

2022 - Present (2 years)

Mercer Global Advisors Inc

2009 - 2020 (11 years)

Raymond James Financial Services Advisors Inc

2009 - 2022 (13 years)

Sanford Advisory Services

2006 - 2020 (14 years)

Sanford Financial Support Company

2004 - 2020 (16 years)

Raymond James Financial Services, Inc

Disclosures

Please visit the SEC profile of Brent Kerstetter 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

Courtney Mersereau
Portland, OR
Sandra Laskowski
Denver, CO
Jennifer Kachmar
Denver, CO
James Telfer
Denver, CO
Brett Thomas
Dallas, TX
Anthony Koehler
Denver, CO
Mendim Gecaj
New York, NY
Aaron Bauer
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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started