Grant David Habersetzer

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

• 09/2025 → 04/2026
  Mercer Global Advisors Inc.
  Spokane, WA
• 04/2026 → Present
  Mercer Global Advisors Inc.
  Spokane, WA
• 01/2023 → 06/2025
  Financial Forum
  Spokane, WA
• 09/2019 → 05/2023
  Gonzaga University
  Spokane, WA
• 03/2022 → 05/2022
  Frugals
  Spokane, WA
• 06/2021 → 08/2021
  Holyrood Catholic Cemetary
  Shorline, WA
• 04/2019 → 06/2020
  The Boeing Company
  Everett, WA
• 09/2015 → 08/2017
  The Academy Of Snohomish
  Snohomish, WA
• 09/2017 → 02/2018
  Snohomish Co-Op
  Monroe, WA
• 03/2018 → 12/2018
  Vivomi
  Snohomish, WA
• 12/2018 → 04/2019
  Unemployed
  Lake Stevens, WA

Other Businesses

1. Whitworth University; Not investment-related; Spokane, WA; University-level teaching; Adjunct Professor of Finance; 02/2026; 10 hours per month; Less than 1 hour per month during securities trading hours; Teaches a financial literacy night class at the university.

Designations

• Certified Financial Planner