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Tyler John Bauer

Mercer Global Advisors Inc.

Denver, CO

Appleton, WI

CRD 7227323

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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
WI RA APPROVED 2023-10-25
  • WI RA
    APPROVED
    Since 2023-10-25

Branch Locations

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

Appleton, WI • 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
Winch Advisory Services, Llc Appleton WI 07/2013 08/2019
Mercer Global Advisors, Inc. Appleton WI 10/2023 03/2024
Winch Advisory Services, Llc Appleton WI 08/2019 10/2023
Mercer Global Advisors, Inc. Appleton WI 03/2024 12/2025
Mercer Global Advisors, Inc. Appleton WI 12/2025 Present
Previous Registrations
Designations
  • Certified Financial Planner

View on SEC IAPD

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