Lori Bumgart, financial advisor Denver CO

Lori Bumgart

CRD Number: 2131923
Current Firm: Mercer Global Advisors Inc.

Lori Bumgart (CRD# 2131923) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Denver, CO and has over 28 years of experience in the finance industry. Lori Bumgart has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Mercer Global Advisors Inc. Portage, MI Apr 2022 - Current 1
Otsego Township Otsego, MI May 2013 - Current 10
Sanford Advisory Services Portage, MI Sep 2009 - Apr 2022 12
Raymond James Financial Services Advisors Inc. Portage, MI Jul 2013 - Oct 2020 7
Sanford Financial Services Portage, MI Sep 2009 - Oct 2020 11
Raymond James Financial Services, Inc. Kalamazoo, MI Feb 1989 - Oct 2020 31
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1995
Contact Info for Lori J. Bumgart
Phone Number: 888-565-1681
Registered State(s):
  • MI
  • TX
By the Numbers
  • Total Assets Under Management
    35,142
    MILLIONS
  • Total Number of Accounts
    76,213
    ACCOUNTS
  • Average Account Value
    $461,098
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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