Advisor at Mercer Global Advisors Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Mercer Global Advisors Inc.
Location
Weyauwega, WI
Credentials
CFA®
Industry experience
< 1 year
Wellthy health care concierge service after initial 6 months costs $450 per care project (charged directly to client account)
Account minimum: $1,000,000 (for Wellthy health care concierge services eligibility) Minimum fee: As of January 1, 2026, minimum fees for Guided Investing, Wealth Path, and Custom Wealth service levels have increased (specific amounts not stated) Fee-only: Financial planning or consulting fees are negotiable and may be charged separately; tax preparation fees charged by affiliated tax specialists (Mercer Advisors Tax Solutions, LLC) with separate agreements
Mercer Global Advisors Inc.
2025 - Present (1 year)
iSectors, LLC
2025 - 2025 (1 year)
iSectors, LLC
2014 - 2024 (10 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 66
New London, WI
Edward Jones
Series 66
New London, WI
Edward Jones
Series 66
New London, WI
Edward Jones
Series 66
Waupaca, WI
Edward Jones
Series 66
Waupaca, WI
Edward Jones
CFP®, Series 63, Series 66
New London, WI
Associated Investment Services, Inc.
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