Neal Bradley Gudmunson

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

• 02/2025 → Present
  Mercer Global Advisor Inc.
  Ames, IA
• 05/2023 → 02/2025
  Mindful Asset Planning
  Apple Valley, MN
• 08/2023 → 10/2023
  Schmitty And Sons (Mvta)
  Burnsville, MN
• 12/2021 → 05/2023
  City Of Ames
  Ames, IA
• 08/2022 → 12/2022
  Iowa State University
  Ames, IA
• 06/2021 → 07/2021
  Ups
  Ames, IA
• 08/2020 → 10/2020
  United States Census Bureau
  Ames, IA
• 04/2020 → 08/2020
  Menards
  Ames, IA
• 05/2018 → 07/2019
  Great Harvest Bakery
  Ames, IA
• 01/2015 → 05/2024
  Student
  Ames, IA

Designations

• Certified Financial Planner

Other Names

• Neal Bradley Gudmuson