Erik John Mikkelson

Employer firm

Mercer Global Advisors Inc. CRD 147363

$84.4B regulatory AUM 87 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2009 → 05/2023
  Rmr Financial Advisors Llc
  Janesville, WI
• 06/2023 → Present
  Mercer Global Advisors Inc.
  Madison, WI

Previous Registrations

• 2009-08-25 → 2024-07-02
  Rmr Wealth Advisors Llc
  Madison, WI
• 2009-11-04 → 2012-12-31
  Albion Wealth Management, Inc.
  Edgerton, WI
• 2004-03-01 → 2009-11-05
  Enrich Financial Partners Llc
  Madison, WI
• 2001-11-26 → 2003-07-02
  Financial Planning Services, Inc
  Madison, WI

Other Businesses

1. Monona Waterfront, LLC; Investment-related; 400 and 500 Interlake Drove, Monona, WI 53716; Real estate holding company; Co-Managing Member; 05/01/2012; Less than 1hr per month; 0 hrs. during trading hours; Monitor hired property management company & verify financials on a monthly basis. 2. MikZig's Hospitality, LLC; Non-investment related; 3410 150th St. W., Rosemount, MN 55068; Passive restaurant ownership; Member; 09/01/2021 Less than 1 hour per month; 0 hrs. during trading hours; Assist as requested with macro business management decisions. 3. Copper Point Lot 2, LLC; Investment-related; N5742 16th Ave, Madison, WI 53948; Passive real-estate holding LLC; Member; 06/01/2018; Less than 1 hour per month; 0 hrs. per month during trading hours; Completes annual filings.

Exams

• S63 Uniform Securities Agent State Law Examination
  2001-08-09

Designations

• Certified Financial Planner