Anthony Joseph Koehler

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

• 02/2014 → 09/2016
  Tiaa
  Grand Rapids, MI
• 02/2014 → 09/2016
  Tiaa-Cref Individual & Institutional Services, Llc
  Grand Rapids, MI
• 09/2016 → 11/2016
  Cig Capital Advisors
  Southfield, MI
• 09/2016 → 11/2016
  Cig Risk Management
  Southfield, MI
• 09/2016 → 11/2016
  Cig Securities, Inc.
  Southfield, MI
• 09/2016 → 11/2016
  Cig Asset Management
  Southfield, MI
• 11/2016 → 04/2017
  Unemployed
  Ada, MI
• 04/2017 → 04/2020
  Td Ameritrade
  Columbia, SC
• 04/2020 → 09/2023
  The Huntington National Bank
  Grand Rapids, OH
• 09/2023 → Present
  Mercer Global Advisors Inc.
  Ada, MI

Previous Registrations

• 2020-05-13 → 2023-09-26
  The Huntington Investment Company
  Grand Rapids, MI
  Grand Rapids, MI
• 2017-05-04 → 2020-04-28
  Td Ameritrade, Inc.
  Columbia, SC
  Charlotte, NC
• 2017-05-04 → 2020-04-28
  Td Ameritrade Investment Management, Llc
  Columbia, SC
• 2016-09-20 → 2016-11-22
  Cig Asset Management, Inc.
  Southfield, MI
• 2014-03-10 → 2016-09-01
  Tiaa-Cref Individual & Institutional Services, Llc
  Grand Rapids, MI
• 2010-05-25 → 2014-02-19
  Charles Schwab & Co., Inc.
  Grand Rapids, MI
  Grand Rapids, MI

Exams

• S66 Uniform Combined State Law Examination
  2014-03-06
• S63 Uniform Securities Agent State Law Examination
  2000-07-10

Designations

• Certified Financial Planner