Madeline Claire Longo

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

• 04/2014 → 05/2018
  Flourish Wealth Management
  Edina, MN
• 08/2018 → 06/2019
  University Of Wisconsin- Madison
  Madison, WI
• 06/2018 → 08/2018
  Ameriprise Financial
  Minneapolis, MN
• 06/2019 → 11/2024
  Waypoint Capital Advisors
  Minneapolis, MN
• 04/2022 → 11/2024
  Waypoint Capital Advisors Llc
  Minneapolis, MN
• 11/2024 → Present
  Mercer Global Advisors Inc.
  Minneapolis, MN

Previous Registrations

• 2022-04-18 → 2025-01-08
  Waypoint Capital Advisors, Llc
  Minneapolis, MN

Designations

• Certified Financial Planner