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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brent? Claim Your ProfileBrent Walter Kerstetter is a financial advisor at Mercer Global Advisors Inc. Brent has been in the financial services industry for 19 years. Brent is a Certified Financial Planner™ professional. Brent has Series 7, 63, 52, and SIE licenses and is registered to provide investment advice in Michigan. Brent has prior experience with Raymond James Financial Services, Inc. and Olde Discount Corporation.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Trust services, estate planning, tax return preparation, consultation
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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MI
05/24/2022 - Present
Mercer Global Advisors Inc. (Portage MI)
MI
06/22/2004 - 10/16/2020
RAYMOND JAMES FINANCIAL SERVICES, INC. (PORTAGE MI)
MI
06/19/1995 - 06/27/1995
OLDE DISCOUNT CORPORATION (DETROIT MI)
BC
Issued 10/07/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/18/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2004
Series 7 - General Securities Representative Examination
BC
Issued 06/16/1995
Series 52 - Municipal Securities Representative Examination
Active
Inactive
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