Kyle Bradley Svetlik

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

• 08/2013 → 03/2023
  Country Capital Management Company
  Brookfield, WI
• 08/2013 → 03/2023
  Country Insurance Affiliates
  Brookfield, WI
• 08/2013 → 03/2023
  Country Trust Bank
  Brookfield, WI
• 04/2023 → 12/2025
  Annex Wealth Management
  Elm Grove, WI
• 01/2026 → Present
  Mercer Global Advisors Inc.
  Madison, WI

Previous Registrations

• 2023-05-05 → 2026-01-02
  Annex Wealth Management, Llc
  Brookfield, WI

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-05-05
• S63 Uniform Securities Agent State Law Examination
  2012-01-31

Designations

• Certified Financial Planner

Other Names

• Kyle Svetlik