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Mercer Global Advisors Inc. financial advisors in Wisconsin
Every SEC-registered investment adviser representative at a Mercer Global Advisors Inc. office in Wisconsin, by city and A to Z.
The short answer
6 registered advisors work at Mercer Global Advisors Inc. in Wisconsin, out of 676 nationwide; it's the firm's number 25 state by advisors, and the most are in Onalaska (3). 5 list the CFP designation and 0 are also registered broker representatives.
Mercer Global Advisors Inc. advisors by city in Wisconsin
Every firm in Wisconsin →Mercer Global Advisors Inc. advisors in Wisconsin, A to Z
Search by name →- Aaron M. BauerAppleton · Certified Financial Planner
- Tyler J. BauerAppleton · Certified Financial Planner
- Douglas K. GiageosMadison · Certified Financial Planner, Chartered Financial Analyst
- Jeffrey M. LokkenOnalaska · Certified Financial Planner, Chartered Financial Consultant
- Lucas E. SchwallerOnalaska
- Jason S. SobolikOnalaska · Certified Financial Planner
Mercer Global Advisors Inc. advisors in every state →Mercer Global Advisors Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →
Mercer Global Advisors Inc. in other states
Colorado 263California 81Texas 47Georgia 32North Carolina 19Florida 17Michigan 17New York 15Oregon 15Virginia 12Washington 12Illinois 11Arizona 10Oklahoma 10Tennessee 10Massachusetts 9Maryland 9New Jersey 9Idaho 8Pennsylvania 8Connecticut 7Kentucky 6Minnesota 6New Hampshire 6Ohio 5Missouri 4Delaware 3South Carolina 3
Questions
How many Mercer Global Advisors Inc. financial advisors are in Wisconsin?
6 investment adviser representatives are registered at Mercer Global Advisors Inc. offices in Wisconsin, according to the SEC's Investment Adviser Public Disclosure records, out of 676 at the firm nationwide. 5 list the CFP designation and 0 are also registered as broker representatives.
Where in Wisconsin does Mercer Global Advisors Inc. have the most advisors?
Onalaska, with 3, then Appleton (1). Mercer Global Advisors Inc. has advisors in 4 cities in Wisconsin.
How do I check a Mercer Global Advisors Inc. advisor in Wisconsin?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Mercer Global Advisors Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.