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Keenan M Stout

Mercer Global Advisors Inc.

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About Keenan M Stout

Keenan Stout is a financial advisor with over 14 years of experience in the industry. Keenan holds a Series 66, Series 7, Series 9, Series 10, Series 24, and SIE licenses and is a Certified Financial Planner. Keenan is currently registered with Mercer Global Advisors Inc. where they provide financial planning, portfolio management, and other advisory services. Previously, Keenan worked for Morgan Stanley, E*TRADE SECURITIES LLC, and LPL FINANCIAL LLC. Keenan works with individuals, high-net-worth individuals, corporations, and other businesses.

Firm Information

Keenan Stout 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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Keenan Stout’s Registration & Firm History

VA

06/06/2023 - Present

Mercer Global Advisors Inc. (McLean VA)

DC

01/04/2023 - 06/21/2023

MORGAN STANLEY (WASHINGTON DC)

DC

09/23/2014 - 06/21/2023

E*TRADE SECURITIES LLC (WASHINGTON DC)

VA

07/23/2009 - 10/03/2014

LPL FINANCIAL LLC (RESTON VA)

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Licenses & Designations

BOTH

Issued 11/03/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/16/2021

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 12/17/2020

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 02/27/2018

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/22/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Keenan M Stout.
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