Best Investors Account Sign in
Inactive

Cailin Ann Johnson

Mercer Global Advisors Inc.

Minneapolis, MN

Denver, CO

CRD 8149884

Claim This Profile
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 2025-08-26
  • MN RA
    APPROVED
    Since 2025-08-26

Branch Locations

600 Us 169 Suite 1945, Minneapolis, MN 55426 • United States

1200 17Th Street Suite 2000, Denver, CO 80202 • 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 04/2025 Present
Mercer Global Advisors Inc. Minneapolis MN 11/2024 03/2025
Waypoint Capital Advisors Minneapolis MN 06/2023 10/2024
Great Waters Financial Shoreview MN 06/2022 06/2023
Alright Minneapolis MN 05/2021 08/2021
Arizona State University Tempe AZ 08/2020 05/2023
Student Saint Paul MN 08/2013 08/2020
  • 04/2025 → Present
    Mercer Global Advisors Inc.
    Minneapolis, MN
  • 11/2024 → 03/2025
    Mercer Global Advisors Inc.
    Minneapolis, MN
  • 06/2023 → 10/2024
    Waypoint Capital Advisors
    Minneapolis, MN
  • 06/2022 → 06/2023
    Great Waters Financial
    Shoreview, MN
  • 05/2021 → 08/2021
    Alright
    Minneapolis, MN
  • 08/2020 → 05/2023
    Arizona State University
    Tempe, AZ
  • 08/2013 → 08/2020
    Student
    Saint Paul, MN
Designations
  • Certified Financial Planner

View on SEC IAPD

More in Minneapolis, MN

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor