Tammy Marie Wakevainen

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 → 11/2022
  Vintage Financial Services
  Ann Arbor, MI
• 01/2002 → 08/2019
  Elser & Briggs, Pc
  Ann Arbor, MI
• 04/2016 → 12/2016
  Arbor Research Collaborative For Health
  Ann Arbor, MI
• 12/2022 → Present
  Mercer Global Advisors Inc.
  Ann Arbor, MI

Previous Registrations

• 2020-08-06 → 2023-02-23
  Vintage Financial Services Llc
  Ann Arbor, MI

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-08-05

Designations

• Certified Financial Planner

Other Names

• Tammy Marie Essiambre