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Charles Schwinck

Mercer Global Advisors Inc.

Denver, CO

Minneapolis, MN

CRD 8034540

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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
MN RA APPROVED 2025-01-22
  • MN RA
    APPROVED
    Since 2025-01-22

Branch Locations

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

600 Highway 169 South Suite 1945, Minneapolis, MN 55426 • 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
Mercer Global Advisors Inc. Minneapolis MN 01/2025 Present
Gravie Minneapolis MN 04/2022 01/2025
Vista Outdoor Anoka MN 04/2020 04/2022
Srs Web Solutions Brooklyn Center MN 07/2019 03/2020
Newgen Boost Mobile Minneapolis MN 07/2018 06/2019
Wood Works Fine Custom Cabinetry Minneapolis MN 05/2018 06/2018
University Of St. Thomas St. Paul MN 01/2021 05/2022
Unemployed Colorado Springs CO 01/2015 05/2018
  • 01/2025 → Present
    Mercer Global Advisors Inc.
    Minneapolis, MN
  • 04/2022 → 01/2025
    Gravie
    Minneapolis, MN
  • 04/2020 → 04/2022
    Vista Outdoor
    Anoka, MN
  • 07/2019 → 03/2020
    Srs Web Solutions
    Brooklyn Center, MN
  • 07/2018 → 06/2019
    Newgen Boost Mobile
    Minneapolis, MN
  • 05/2018 → 06/2018
    Wood Works Fine Custom Cabinetry
    Minneapolis, MN
  • 01/2021 → 05/2022
    University Of St. Thomas
    St. Paul, MN
  • 01/2015 → 05/2018
    Unemployed
    Colorado Springs, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-11-18
  • S65 Uniform Investment Adviser Law Examination
    2024-11-18

View on SEC IAPD

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