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Andra Lyn Reason

Mercer Global Advisors Inc.

Ames, IA

Omaha, NE

CRD 6630443

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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 2023-08-21
NE RA APPROVED 2023-01-10
IA RA APPROVED 2021-02-01
  • TX RA
    APPROVED
    Since 2023-08-21
  • NE RA
    APPROVED
    Since 2023-01-10
  • IA RA
    APPROVED
    Since 2021-02-01

Branch Locations

313 Fifth Street Suite 101, Ames, IA 50010 • United States

260 Regency Parkway Drive Suite 113, Omaha, NE 68114 • 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
Marrs Wealth Management Ames IA 01/2015 01/2021
Mercer Global Advisors Inc. Ames IA 01/2021 06/2021
Mercer Global Advisors Inc. Ames IA 06/2021 12/2025
Mercer Global Advisors Inc. Ames IA 01/2026 Present
Previous Registrations
  • 2016-06-03 → 2021-03-30
    Marrs Wealth Management, Llc
    Ames, IA
Designations
  • Certified Financial Planner
Other Names
  • Andra Lyn Drees
  • Andra Reason

View on SEC IAPD

Nearby Firms

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
OSAIC WEALTH, INC.

Nearby Investors

LANE DOUGLAS SIRES
ETHAN THOMAS MECHLING
KELSEY RAE SUMMERS

Nearby Offices

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC · AMES, IA
THRIVENT INVESTMENT MANAGEMENT INC. · AMES, IA
OSAIC WEALTH, INC. · AMES, IA

More in Ames, IA

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