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Ian Michael Freemire

Mercer Global Advisors Inc.

Greenwood Village, CO

Denver, CO

CRD 6534387

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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:

Current Employers
Mercer Global Advisors Inc.

1200 17Th Street Suite 2000, Denver, CO 80202 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-08-23
CO RA APPROVED 2022-04-12
  • TX RA
    APPROVED
    Since 2023-08-23
  • CO RA
    APPROVED
    Since 2022-04-12

Branch Locations

5613 Dtc Blvd Suite 650, Greenwood Village, CO 80111 • United States

1200 17Th Street Suite 2000, Denver, CO 80202 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Brokerage Services Llc Greenwood Village CO 07/2015 02/2019
Windsor Capital Management, Llc Phoenix AZ 02/2019 03/2022
Mercer Global Advisors Inc Denver CO 04/2022 04/2025
Mercer Global Advisors Inc. Denver CO 04/2025 Present
Previous Registrations
  • 2019-02-27 → 2022-03-21
    Windsor Capital Management, Llc
    Greenwood Village, CO
    Phoenix, AZ
  • 2018-07-24 → 2019-02-21
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-07-12
S63 Uniform Securities Agent State Law Examination 2015-09-04
  • S66 Uniform Combined State Law Examination
    2018-07-12
  • S63 Uniform Securities Agent State Law Examination
    2015-09-04
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

DODDS WEALTH, LLC
MARSHALL INVESTMENT MANAGEMENT, LLC
AXS CAPITAL, LLC

Nearby Investors

BRENNAN PAUL PATE
JOHN MICHAEL DODDS
Natalie Ford

Nearby Offices

DODDS WEALTH, LLC · GREENWOOD VILLAGE, CO
MARSHALL INVESTMENT MANAGEMENT, LLC · GREENWOOD VILLAGE, CO
AXS CAPITAL, LLC · GREENWOOD VILLAGE, CO

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