Lori Jo Bumgart
Investment adviser representative at Mercer Global Advisors Inc.
37 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$84.4BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
37 years in the industry.
- Mercer Global Advisors, Inc.Apr 2022 to now
- Otsego TownshipMay 2013 to now
- Raymond James Financial Services Advisors Inc.Jul 2013 to Oct 2020
- Sanford Advisory ServicesSep 2009 to Apr 2022
- Sanford Financial ServicesSep 2009 to Oct 2020
- Raymond James Financial Services, Inc.Feb 1989 to Oct 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
State registrations
Registered as an investment adviser representative in 2 states (MI, TX).
Mercer Global Advisors Inc.
$84.4BAssets managed
36,172Clients
759Advisers
18 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2131923
- Firm CRD
- 147363