Michael David Baittinger

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

• 01/2010 → 04/2023
  Andesa Financial Management, Inc.
  Allentown, PA
• 04/2023 → Present
  Mercer Global Advisors Inc.
  Allentown, PA

Previous Registrations

• 2007-05-04 → 2023-05-09
  Andesa Financial Management, Inc.
  Center Valley, PA
  Allentown, PA
  Allentown, PA
  Allentown, PA
• 2007-05-04 → 2009-12-31
  Andesa Strategies, Inc.
  Allentown, PA

Other Businesses

1. LAGR Properties, LLC; Investment-related; 4905 Hamilton Blvd., Allentown, PA 18106; Real Estate Investment Company; Partner; 7/2006; 5 hrs., 0 hrs., Duties include acquisition of real estate, contracting for rehabilitation, rental oversight, etc. 2. Brainerd Partners, LLC; Investment-related; 4905 Hamilton Blvd., Allentown, PA 18106; Real Estate Investment Company; Partner; 1/2009; 1 hrs.; 0 hrs.; Property management. 3. BP Hamilton, LLC; Investment-related; 4905 Hamilton Blvd, Allentown, PA 18103; Real estate investment company; Part-owner; 1 hrs.; 0 hrs.; Property management.

Exams

• S63 Uniform Securities Agent State Law Examination
  1997-01-30
• S65 Uniform Investment Adviser Law Examination
  1997-01-06

Designations

• Certified Financial Planner
• Chartered Financial Consultant