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Joel Lange, financial advisor Austin TX

Joel Lange

CRD Number: 1848539
Current Firm: Mercer Global Advisors Inc.
Compensation Model: Fee Only

Mr. Lange is an Investment Director with Bell Wealth Management in Austin, TX.  He has been managing investments for private clients since 1998.  

 

He graduated from Valparaiso University with a B.S. in Finance, and earned an MBA from the John M. Olin School of Business at Washington University.  Mr. Lange is a CFA charterholder.

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Professional Designations
Company Name Location Dates Years
Mercer Global Advisors Inc. Austin, TX Jan 2021 - Current 3
Mercer Global Advisors Inc. Austin, TX Dec 2018 - Jan 2021 2
Bell Wealth Management, Inc. Austin, TX Oct 2009 - Jan 2021 11
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2009
Contact Info for Joel Lange
901 South Mopac Expressway, Building Ii, Suite 270, Austin, TX 78746
Phone Number: (888) 885-8101
Firm Website: https://www.facebook.com/milleradvisors/
Registered State(s):
  • TX
Current Firm Details
Mercer Global Advisors Inc.
Firm's CRD Number: 147363
1200 17th Street, Suite 500, Denver, CO 80202
By the Numbers
  • Total Assets Under Management
    45,350
    MILLIONS
  • Total Number of Accounts
    86,945
    ACCOUNTS
  • Average Account Value
    $521,596
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
The map below shows states where this firm has explicit registration only.

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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