Daniel Joseph Cook

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

• 09/2019 → 01/2021
  J.P. Morgan Securities Llc
  Plano, TX
• 09/2018 → 08/2019
  Hershey Company
  Ann Arbor, MI
• 01/2018 → 04/2018
  Blackford Capital
  Grand Rapids, MI
• 08/2015 → 05/2018
  Gvsu Athletics
  Allendale, MI
• 07/2016 → 12/2016
  Northwestern Mutual Investment Services, Llc
  Grand Rapids, MI
• 08/2015 → 04/2018
  Grand Valley State University
  Allendale, MI
• 06/2018 → 08/2018
  Unemployed
  Grand Rapids, MI
• 05/2021 → 06/2024
  Lpl Financial Llc
  Grand Rapids, MI
• 05/2021 → 06/2024
  Lake Michigan Credit Union
  Grand Rapids, MI
• 02/2021 → 05/2021
  Unemployed
  Grand Rapids, MI
• 07/2024 → 10/2025
  Straight Path Wealth Management
  Jenison, MI
• 07/2024 → 10/2025
  Financial Arcitects, Inc
  Jenison, MI
• 12/2025 → Present
  Mercer Global Advisors Inc.
  Jenison, MO

Previous Registrations

• 2024-08-08 → 2025-11-06
  Straight Path Wealth Management
  Jenison, MI
• 2021-06-17 → 2024-07-09
  Lpl Financial Llc
  Grand Rapids, MI

Exams

• S66 Uniform Combined State Law Examination
  2021-06-08
• S63 Uniform Securities Agent State Law Examination
  2019-11-22

Designations

• Certified Financial Planner

Other Names

• Daniel J Cook
• Daniel Cook
• Daniel Joseph Cook