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Mercer Global Advisors Inc. CRD 147363
$84.4B regulatory AUM 87 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-09-20 |
| AZ | RA | APPROVED | 2022-07-07 |
| GA | RA | APPROVED | 2022-06-25 |
| AR | RA | APPROVED | 2022-06-22 |
| CA | RA | APPROVED | 2022-06-22 |
| CO | RA | APPROVED | 2022-06-22 |
| KS | RA | APPROVED | 2022-06-22 |
| MO | RA | APPROVED | 2022-06-22 |
| OK | RA | APPROVED | 2022-06-22 |
| TX | RA | APPROVED | 2022-06-22 |
Branch Locations
1200 17Th Street Suite 2000, Denver, CO 80202 • United States
1256 E Kingsley St, Springfield, MO 65804 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hya Advisors, Inc. | Springfield | MO | 03/2004 | 05/2022 |
| Hya Financial Corp | Springfield | MO | 03/2004 | 12/2019 |
| Heim Young & Associates, Inc. | Springfield | MO | 03/2006 | Present |
| Mercer Global Advisors, Inc. | Denver | CO | 05/2022 | 02/2024 |
| Mercer Global Advisors Inc. | Springfield | MO | 02/2024 | 01/2026 |
| Mercer Global Advisors Inc. | Springfield | MO | 01/2026 | Present |
1. Heim, Young & Associates Inc. DBA MA Brokerage Solutions; Investment-related; 1256 E. Kingsley Street, Springfield, MO 65804; Up to 40 hrs./week; Provides brokerage services for clients of the Mercer Advisors Inc. affiliated Broker Dealer. 2. Mercer Global Advisors Inc., investment related. 1200 17th St Suite 500 Denver CO, Sr. Wealth Advisor, Director, 4/2022, up to 40 hrs/week. I provide financial advice and planning for clients, which may also include insurance sales or consultation.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-04-30 |
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