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Kyle David Dodrill

Investment adviser representative at Mercer Global Advisors Inc.
10 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

10 years in the industry.

  1. Mercer Global Advisors Inc.Jan 2025 to now
  2. Deschutes Investment Consulting, LLCJul 2021 to Jan 2025
  3. Empirical Wealth ManagementFeb 2019 to Jun 2021
  4. Cambridge Investment Research, IncSep 2017 to Feb 2019
  5. Blue Water Wealth, IncAug 2017 to Feb 2019
  6. SiiAug 2016 to Aug 2017

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2016

State registrations

Registered as an investment adviser representative in 1 state (OR).

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
6640869
Firm CRD
147363
Advisor's SEC record (opens in a new tab)
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