Cynthia Lynn Biernbaum

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

• 09/2016 → 09/2021
  Waddell & Reed, Inc
  Shawnee Mission, KS
• 07/2021 → 10/2024
  Lpl Financial, Llc
  Overland Park, KS
• 12/2025 → Present
  Mercer Global Advisors Inc.
  Lee's Summit, MO
• 10/2024 → 12/2025
  Unemployed
  Lee's Summit, MO

Previous Registrations

• 2021-09-09 → 2024-10-31
  Lpl Financial Llc
  Fort Mill, SC
  Overland Park, KS
  Overland Park, KS
• 2016-10-05 → 2021-09-08
  Waddell & Reed
  Overland Park, KS
  Overland Park, KS
• 2015-03-30 → 2015-12-03
  Creative Planning
  Overland Park, KS

Exams

• S63 Uniform Securities Agent State Law Examination
  2017-03-19
• S65 Uniform Investment Adviser Law Examination
  2015-03-28

Other Names

• Cynthia Lynn Wagner