Anthony Welle

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

• 06/2019 → 11/2022
  Bergankdv Wealth Management
  Minneapolis, MN
• 06/2018 → 05/2019
  Bell Bank
  Fargo, ND
• 08/2015 → 05/2019
  North Dakota State University
  Fargo, ND
• 12/2022 → 12/2024
  Vector Wealth Management
  Minneapolis, MN
• 12/2022 → 12/2024
  Sns Financial Group, Llc
  Minneapolis, MN
• 11/2024 → 12/2025
  Farmstead Financial Llc
  Clearwater, MN
• 03/2026 → Present
  Mercer Global Advisors Inc.
  Clearwater, MN

Previous Registrations

• 2025-02-19 → 2025-12-24
  Farmstead Financial
  Clearwater, MN
• 2023-01-06 → 2024-12-13
  Bluespring Wealth Management, Llc
  Austin, TX
• 2020-03-09 → 2022-11-22
  Bergankdv Wealth Management, Llc
  Bloomington, MN

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-03-09

Designations

• Certified Financial Planner

Other Names

• Anthony Edward Welle