Unclaimed Profile

Loren Michael Pierson

MERCER GLOBAL ADVISORS INC.·DENVER, Colorado

SIE, Series 6TO, Series 7, Series 31, Series 63, Series 66CFPClean record24 years registeredMERCER GLOBAL ADVISORS INC.

1200 17TH STREET, DENVER, CO 80202CRD# 4519218Firm CRD# 147363

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Loren Michael Pierson · DENVER, CO

Registration

CRD #4519218 · MERCER GLOBAL ADVISORS INC. · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: MERCER GLOBAL ADVISORS INC.

MERCER GLOBAL ADVISORS INC.

Jul 2008 – Dec 2020

DENVER, CO

MERCER ADVISORS

Nov 2005 – Jun 2008

BELLEVUE, WA

MORGAN STANLEY

Jun 2002 – Aug 2005

TACOMA, WA

Registrations & Exams

FINRA examinations passed

SIE

Series 6TO

Series 7

Series 31

Series 63

Series 66

Registration record

First registered · June 24, 2002

Years registered · 24

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MERCER GLOBAL ADVISORS INC.

CRD 147363 · SEC 801-69271

AUM

$45.4B

Regulatory assets under management

Employees

1,020

86,945 client accounts

Services offered by MERCER GLOBAL ADVISORS INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at MERCER GLOBAL ADVISORS INC. →

Introduction

Speak with Loren

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Loren is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in DENVER?

Browse all registered financial advisors in DENVER, Colorado or claim this profile if it's yours.

Browse DENVER Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Loren Michael Pierson offer?

Loren Michael Pierson specializes in Financial Planning, Investment Management, Wealth Management.

What are Loren Michael Pierson's credentials?

Loren Michael Pierson holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Loren Michael Pierson located?

Loren Michael Pierson is based in DENVER, Colorado, last registered with MERCER GLOBAL ADVISORS INC..

How does Loren Michael Pierson charge for services?

Loren Michael Pierson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MERCER GLOBAL ADVISORS INC.?

MERCER GLOBAL ADVISORS INC. has approximately 1020 employees and manages $45.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →