Vicki Renee Mcconnell

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

• 01/2015 → 12/2025
  Mcconnell Financial Advisors, Llc
  Boise, ID
• 09/2013 → 12/2025
  Mcconnell Financial Advisors, Llc
  Boise, ID
• 01/2015 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY
• 12/2025 → Present
  Mercer Global Advisors Inc.
  Ketchum, ID

Previous Registrations

• 2015-01-20 → 2026-03-30
  Mcconnell Financial Advisors
  Boise, ID
• 2011-01-04 → 2015-02-17
  Berthel, Fisher & Company Financial Services, Inc.
  Boise, ID
• 2010-01-04 → 2010-12-31
  Vsr Financial Services, Inc.
  Boise, ID
  Overland Park, KS
  Boise, ID
• 2003-01-22 → 2004-06-18
  Charles Schwab & Co., Inc.
  Boise, ID

Other Businesses

1) PURSHE KAPLAN STERLING INVESTMENTS; INVESTMENT RELATED; 250 BOBWHITE COURT, SUITE 340, BOISE, ID 837061; LIFE INSURANCE AND ANNUITIES; REGISTERED REP; 12/2016; 1 HOUR PER MONTH; 1 HOUR DURING TRADING HOURS; SERVICE EXISTING CONTRACTS AND RECEIVE ANNUITY TRAILS. 2) LIFE AND VARIABLE LIFE & ANNUITY INSURANCE LICENSES; INVESTMENT-RELATED; 250 BOBWHITE COURT, SUITE 340, BOISE, ID 837061; INSURANCE SALES AND SERVICE; INSURANCE PRODUCER; 09/2016; 1 HOUR PER MONTH; 1 HOUR DURING TRADING HOURS; SERVICE EXISTING CONTRACTS AND RECEIVE ANNUITY TRAILS.

Exams

• S66 Uniform Combined State Law Examination
  2009-12-10
• S63 Uniform Securities Agent State Law Examination
  1991-02-05

Other Names

• Renee Mcconnell
• Vicki Woodruff
• Vicki Renee Talbutt
• Vicki Renee Renee Talbutt
• Vicki Renee Talbutt