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Jaimi Dennehy

Advisor at Mercer Global Advisors Inc.

Updated today

Location

Lake Havasu City, AZ

Credentials

Series 63, Series 66

Industry experience

15 years

About

Jaimi Dennehy is a financial advisor at Mercer Global Advisors Inc. with 15 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including J.P. Morgan Securities Inc. and Cresset Asset Management, LLC. Dennehy serves as a board member of the Western Arizona Humane Society. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm’s investment approach emphasizes globally diversified, risk-appropriate portfolios using low-cost index vehicles and multi-factor strategies, along with comprehensive financial and retirement planning services.

Client services

Based on Mercer Global Advisors Inc.

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops
Trust services, estate planning, consultation

Expertise

Based on Mercer Global Advisors Inc.

Private / alternative investments Options & derivatives strategies ESG / Sustainable investing Concentrated stock management Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on Mercer Global Advisors Inc.

Founder/Business Owner Executive Retired

Demographic focus

Based on Mercer Global Advisors Inc.

Women Professionals Established Professionals

Fee options

Fixed

Additional or extraordinary services fees may be charged separately; estate planning document preparation via ASLG may incur additional fees

Percentage

$0 - $1,000,000: 1.30% $1,000,001 - $2,000,000: 1.00%

Project-based

Financial planning-only services invoiced quarterly in advance; fees vary depending on complexity; tax preparation services available at negotiated rates

Other

Account minimum: $1,200 annually for Guided Investing; $6,000 for Wealth Path; $15,000 for Custom Wealth; $75,000 for Ascend Group; $150,000 for Regis ultra-high net worth service offering Minimum fee: Guided Investing: $1,200 annually; Wealth Path: $6,000; Custom Wealth: $15,000; Ascend Group: $75,000; Regis: $150,000 minimum annual advisory fee

Location

Lake Havasu City, AZ

Most active in

Arizona · Washington

Work history

Mercer Global Advisors Inc.

2026 - Present (1 year)

Mercer Global Advisors Inc.

2024 - 2025 (1 year)

Integrated Advisors Network, LLC

2020 - 2025 (5 years)

MDK Private Wealth Management

2020 - 2024 (4 years)

Cresset Asset Management, LLC

2018 - 2020 (2 years)

J.P. Morgan Securities Inc.

2009 - 2018 (9 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Marianne N

CFP®

Lake Havasu City, AZ

Imagine Financial Services

FINANCIAL CLARITY, EDUCATION, AND PEACE OF MIND FOR WOMEN From one woman to another, I understand the unique challenges you face in having an empowered relationship with your money. I am here to help you navigate your finances, no matter what your stage of life. I CAN’T WAIT TO MEET YOU! Please schedule a complimentary, no-obligation first appointment. This gives us the chance to chat, get to know one another, and determine if my services are going to be a good fit for you You can reach me directly with an email to mnolte@imaginefinancialservices.com, give me a call at (760) 472-5155, or tap that big blue button to the left that reads "Contact Marianne Nolte". Best regards, Marianne M Nolte, CFP® Imagine Financial Services www.imaginefinancialservices.com Read Marianne's blog posts here: https://www.imaginefinancialservices.com/blog

General retirement planning Women's Finance Baby Boomers (Born 1946-1964)
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Walter R

Series 63, Series 65

Lake Havasu City, AZ

American Independent Securities Group, LLC

Walter Ruddiman is a financial advisor with American Independent Securities Group, LLC, holding Series 63 and Series 65 registrations and bringing 29 years of industry experience. He has worked at American Independent Securities Group since 2005 and has been the owner of Ruddiman Insurance Agency Inc. since 1980, specializing in life and health insurance sales and service. American Independent Securities Group provides investment advisory and financial planning services to a diverse client base, including individual investors, pension plans, charitable organizations, and corporations. The firm offers tailored portfolio management and access to multiple custodial and advisory platforms, managing most assets on a non-discretionary basis while maintaining an affiliated FINRA broker-dealer.

Options & derivatives strategies
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George M

Series 63, Series 65

Lake Havasu City, AZ

Centaurus Financial, Inc.

George Martell is a financial advisor at Centaurus Financial, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Crown Capital Securities, LP for 16 years. In addition to his advisory role, he is an agent for medical, dental, and employee ancillary insurance group plans, primarily serving 401(k) clients. Centaurus Financial, Inc. provides advisory services through a network of independent representatives to individuals, families, businesses, and institutions. The firm offers financial planning, investment management, access to third-party managers, and retirement-plan advisory services.

Income planning Social Security optimization College savings (529s, UTMA, etc.) Founder/Business Owner Retired
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Brian S

CFP®, Series 63

Lake Havasu City, AZ

OSAIC

Brian Springberg is a financial advisor with OSAIC, holding CFP® and Series 63 credentials and bringing 30 years of industry experience. His prior roles include a decade at SagePoint Financial and over two decades at Springberg, Mcandrew Financial Services. He serves as a board member of LifePoint Hospital, advising on community health care needs. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm utilizes a comprehensive investment process combining risk tolerance assessments and portfolio optimization tools, supporting thousands of advisors and managing approximately $200 billion in assets.

Annuities Founder/Business Owner Executive Retired

Brandon W

Series 66

Lake Havasu City, AZ

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy Wealth management Founder/Business Owner

Scott H

Series 66

Lake Havasu City, AZ

Edward Jones

Retirement income strategy General retirement planning College savings (529s, UTMA, etc.) Wealth management
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