Alexis Ann Wilkinson

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

• 04/2019 → 09/2019
  Mercer Global Advisors Inc.
  Livonia, MI
• 09/2015 → 08/2019
  Eastern Michigan University
  Ypsilanti, MI
• 09/2018 → 09/2019
  Chemical Bank
  Ann Arbor, MI
• 09/2019 → 03/2021
  Mercer Global Advisors Inc.
  Poulsbo, WA
• 03/2021 → 09/2023
  Mercer Global Advisors Inc.
  Poulsbo, WA
• 09/2023 → 03/2024
  Mercer Global Advisors Inc.
  Livonia, MI
• 03/2024 → Present
  Mercer Global Advisors Inc.
  Brighton, MI
• 02/2018 → 07/2018
  Myler & Szczypka
  Ann Arbor, MI
• 10/2016 → 01/2017
  Marshalls
  Ann Arbor, MI
• 01/2017 → 07/2018
  Self-Employed
  Ypsilanti, MI

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-01-21

Other Names

• Alexis Ann Scott