Lori Bumgart (CRD# 2131923) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Portage, MI 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.
CRD# 5287793
Huntington Financial Advisors
CRD# 6573407
Lpl Financial LLC
CRD# 6332865
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mercer Global Advisors Inc. | Portage, MI | Apr 2022 - Current | 2 |
| 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 |
- MI
- TX
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Total Assets Under Management45,350MILLIONS
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Total Number of Accounts86,945ACCOUNTS
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Average Account Value$521,596
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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