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Renee Ann Egelski

Mercer Global Advisors Inc.

Traverse City, MI

Denver, CO

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Current Employers
Mercer Global Advisors Inc.

1200 17Th Street Suite 2000, Denver, CO 80202 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-08-25
MI RA APPROVED 2019-01-25
  • TX RA
    APPROVED
    Since 2023-08-25
  • MI RA
    APPROVED
    Since 2019-01-25

Branch Locations

310 West Front Office Center, Suite 308, Traverse City, MI 49684 • United States

1200 17Th Street Suite 2000, Denver, CO 80202 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Financial & Investement Management Group Ltd Traverse City MI 04/2006 Present
Mercer Global Advisors Inc. Traverse City MI 12/2018 Present
  • 04/2006 → Present
    Financial & Investement Management Group Ltd
    Traverse City, MI
  • 12/2018 → Present
    Mercer Global Advisors Inc.
    Traverse City, MI
Previous Registrations
  • 2010-12-10 → 2019-05-22
    Fim Group
    Traverse City, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-11-27
S63 Uniform Securities Agent State Law Examination 2001-04-24
  • S65 Uniform Investment Adviser Law Examination
    2010-11-27
  • S63 Uniform Securities Agent State Law Examination
    2001-04-24
Designations
Other Names
  • Renee Ann Goodrich

View on SEC IAPD

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Other Offices

STIFEL, NICOLAUS & COMPANY, INCORPORATED · TRAVERSE CITY, MI
UP NORTH FINANCIAL, LLC · TRAVERSE CITY, MI
CHARLES SCHWAB & CO., INC. · Traverse City, MI
REHMANN WEALTH · TRAVERSE CITY, MI
G. A. REPPLE & COMPANY · Traverse City, MI
INDEPENDENT WEALTH MANAGEMENT, LLC · TRAVERSE CITY, MI
CHERRY TREE WEALTH MANAGEMENT, LLC · Traverse City, MI
PFS INVESTMENTS INC. · TRAVERSE CITY, MI

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