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Craig Lee Kinnunen

Mercer Global Advisors Inc.

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About Craig Lee Kinnunen

Craig Kinnunen is an investment advisor representative with Mercer Global Advisors Inc. in Denver, Colorado. Craig has been in the financial services industry since 1996. Craig has passed the Series 7, Series 6, Series 63, and Series 65 examinations. Craig is a Certified Financial Planner. Craig has worked for various firms including TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, CHARLES SCHWAB & CO., INC., PAINEWEBBER INCORPORATED, J. P. MORGAN ADVISORY SERVICES INC., J. P. MORGAN ADVISORS, INC., AXA ADVISORS, LLC, and THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES. Craig is currently registered in Colorado.

Firm Information

Craig Kinnunen is currently registered with Mercer Global Advisors Inc.. Mercer Global Advisors Inc. is an investment advisor registered with the SEC. They provide a variety of services including financial planning, pension consulting, and portfolio management for individuals, businesses, and charitable organizations. They have approximately $1 billion to $10 billion in assets under management and serve over 28,000 clients. Their main office is located in Denver, Colorado.
Mercer Global Advisors Inc.

1200 17TH STREET

DENVER, CO 80202

$45.35B

Assets Under Management

Not reported

Total Clients

444

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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trust services, estate planning, tax return preparation, consultation

Trust services, estate planning, tax return preparation, consultation

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Craig Kinnunen’s Registration & Firm History

CO

09/12/2023 - Present

Mercer Global Advisors Inc. (DENVER CO)

CO

07/08/2004 - 10/12/2007

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (DENVER CO)

TX

01/12/2004 - 05/25/2004

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

NY

05/02/2001 - 12/04/2003

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, INC. (NEW YORK NY)

NJ

01/11/2001 - 02/13/2001

PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)

NY

09/01/2000 - 02/02/2001

J. P. MORGAN ADVISORY SERVICES INC. (NEW YORK NY)

NY

03/29/2000 - 02/02/2001

J. P. MORGAN ADVISORS, INC. (NEW YORK NY)

NY

07/26/1996 - 04/04/2000

AXA ADVISORS, LLC (NEW YORK NY)

NY

07/26/1996 - 01/05/2000

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)

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Licenses & Designations

IA

Issued 05/05/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/28/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/08/1998

Series 7 - General Securities Representative Examination

BC

Issued 07/25/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Craig Lee Kinnunen.
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