Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kaz? Claim Your ProfileKaz Woodward is a financial advisor with Mercer Global Advisors Inc. Kaz has over 10 years of experience in the financial services industry. Kaz is registered with the state of Arkansas, Louisiana, Missouri and Texas. Kaz specializes in retirement planning, college savings, investment management and insurance. Kaz has a Certified Financial Planner designation. Kaz works with individuals, families and businesses. Kaz is committed to providing personalized financial advice to help clients achieve their financial goals. Kaz has held previous roles at Heim, Young & Associates, Inc. and HYA Advisors, Inc.
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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2
CO
08/23/2023 - Present
Mercer Global Advisors Inc. (DENVER CO)
MO
02/22/2020 - 08/31/2023
HEIM, YOUNG & ASSOCIATES, INC. (SPRINGFIELD MO)
BOTH
Issued 05/29/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/22/2020
Series 7TO - General Securities Representative Examination
BC
Issued 09/23/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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