Robert W. Baird & Co.
47yrs
Top advisor by experience in Denver
11yrs
Stephen Engle has worked in the financial industry for 11 years and is a fiduciary financial advisor based in Denver, Colorado. Stephen has been with Mercer Global Advisors since 2025; before that, Stephen spent ten years at Thompson Advisory Services. Stephen holds the CFP® designation.
One of 2610 advisors with offices in Denver, and one of 2345 fiduciaries.
At a glance
Experience11 years (since 2015)
How that compares ?11 years in the industry
Office1200 17th Street Suite 2000, Denver, CO 80202
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$2.21 million
Advisors at the firm737
States licensed ?1 state
Services through Mercer Global Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- Dec 2025 – nowMercer Global Advisors Inc.Current firm
- 2015 – 2026Thompson Advisory Services, LLCPreviously
Questions to ask Stephen
Tailored to Stephen’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Stephen
How do I contact Stephen?
Call Mercer Global Advisors at (888) 885-8101 and ask for Stephen Engle. Stephen works from the Denver, CO office.
How long has Stephen been a financial advisor?
Stephen has been in the industry since 2015, about 11 years. 11 years in the industry.
What licenses does Stephen hold?
Series 65. Tap any license on this page to see what it allows.
Is Stephen a fiduciary?
Stephen is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Stephen paid?
Mercer Global Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Stephen for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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