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Trace K Winn

Mercer Global Advisors Inc.

Denver, CO

Mesa, AZ

CRD 8069876

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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
AZ RA APPROVED 2025-05-05
  • AZ RA
    APPROVED
    Since 2025-05-05

Branch Locations

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

Mesa, AZ • 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. Mesa AZ 04/2022 11/2023
Mayo Clinic Phoenix AZ 02/2020 02/2022
At Still University Mesa AZ 03/2017 02/2020
Arizona State University Tempe AZ 08/2013 05/2018
Mercer Global Advisors Inc. Mesa AZ 11/2023 10/2024
Mercer Global Advisors Inc. Mesa AZ 10/2024 05/2025
Mercer Global Advisors Inc. Mesa AZ 05/2025 Present
Designations
  • Certified Financial Planner
Other Names
  • Trace Winn

View on SEC IAPD

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