Matthew James Loughren
Investment adviser representative at Mercer Global Advisors Inc.
18 yearsExperience
1 stateRegistered 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
18 years in the industry.
- Mercer Global Advisors Inc.Nov 2025 to now
- Self EmployedAug 2008 to now
- The Vanguard Group, Inc.Jun 2022 to Nov 2025
- Dlg Wealth Management LLC (loughren Wealth Management)Feb 2019 to Jun 2022
- Etico Partners, LLC (loughren Wealth Management)Feb 2019 to Jun 2022
- Charles Schwab & Co.incApr 2015 to Jun 2018
- Charles Schwab BankApr 2015 to Jun 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 1 state (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
- 4668301
- Firm CRD
- 147363