Suzanne Lynn Daniel

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

• 07/2015 → 11/2017
  Sii Investments
  Bend, OR
• 11/2017 → 02/2020
  United Planners Financial Services Of America
  Scottsdale, AZ
• 11/2017 → 09/2025
  My Legacy Advisors, Llc
  Bend, OR
• 07/2015 → 11/2017
  Sii Investments, Inc.
  Bend, OR
• 11/2017 → 02/2020
  Eagle Wealth Management, Inc
  Bend, OR
• 09/2015 → 09/2025
  Suzanne Daniel Independent Insurance
  Bend, OR
• 09/2025 → Present
  Mercer Global Advisors Inc.
  Bend, OR

Previous Registrations

• 2017-11-22 → 2026-03-12
  My Legacy Advisors, Llc
  Bend, OR
  Bend, OR
• 2015-09-08 → 2017-11-17
  Sii Investments, Inc.
  Bend, OR
• 2008-08-18 → 2012-12-05
  Capstone Wealth Management Group, Llc
  Bend, OR

Other Businesses

1. Health, Life, and Variable Lines Insurance Licenses; Investment-related; 35 NW Hawthorne Avenue, Bend, OR 97703; Insurance sales; Insurance Producer; 10/13/2015; 0-1 hrs. per month; 0 hrs. during trading hours; Holds active insurance licenses.

Exams

• S66 Uniform Combined State Law Examination
  2015-09-04
• S65 Uniform Investment Adviser Law Examination
  2008-08-16

Designations

• Certified Financial Planner

Other Names

• Suzanne Lynn Baker
• Suzanne Lynn Baker