Haana Brumder Frank

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

• 05/2016 → 02/2020
  Stifel
  La Crosse, WI
• 03/2020 → 09/2022
  Mercer Global Advisors Inc.
  Onalaska, WI
• 09/2022 → 03/2024
  Mercer Global Advisors Inc.
  Onalaska, WI
• 03/2024 → 09/2024
  Mercer Global Advisors Inc.
  Onalaska, WI
• 09/2024 → Present
  Mercer Global Advisors Inc.
  Onalaska, WI

Previous Registrations

• 2020-03-10 → 2020-12-31
  Mercer Global Advisors Inc.
  Onalaska, WI
• 2019-04-15 → 2020-03-11
  Stifel, Nicolaus & Company, Incorporated
  La Crosse, WI

Other Businesses

1. MBN, LLC; Not investment-related; 800 North Brown Road, Long Lake, MN 55356; Family-owned LLC to protect assets; Part-owner; 9/30/2023; 0 hrs. per month; Assist with finances and provide support. 2. Houston County Minnesota; Not investment-related; 104 N 6th Street, Brownsville, MN 55919; Local polling location for elections; Clerk and Head Judge; 08/01/2024; Varies based on local election needs; Organize and supervise election location, which can include filing and counting ballots, etc.

Exams

• S66 Uniform Combined State Law Examination
  2019-04-15

Designations

• Certified Financial Planner

Other Names

• Haana Brumder North