Stephanie Andrea Moersfelder

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

• 10/2018 → 12/2020
  Alps Distributors, Inc
  Denver, CO
• 04/2009 → 03/2018
  Wells Fargo
  Portland, OR
• 04/2018 → 07/2021
  Impax Asset Management
  Portland, OR
• 01/2021 → 07/2021
  Foreside Financial Services, Llc
  Porland, OR
• 07/2021 → 08/2023
  Foreside Financial Services, Llc
  Bend, OR
• 07/2021 → 08/2023
  Impax Asset Management
  Bend, OR
• 04/2026 → Present
  Mercer Global Advisors Inc.
  Bend, OR
• 08/2023 → 04/2026
  Unemployed
  Bend, OR

Exams

• S63 Uniform Securities Agent State Law Examination
  2019-03-22
• S66 Uniform Combined State Law Examination
  2002-05-09

Designations

• Certified Financial Planner

Other Names

• Stephanie A Ferdinandsen
• Stephanie A. Ferdinandsen
• Stephanie A. Moersfelder