Nancy Marie Hughes

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

• 01/2008 → 01/2017
  Meristem Family Wealth
  Minnetonka, MN
• 01/2017 → 12/2020
  Be Financial Wealth Management, Llc
  Minnetonka, MN
• 01/2021 → 11/2024
  Waypoint Capital Advisors
  Minneapolis, MN
• 01/2021 → 11/2024
  Waypoint Capital Advisors, Llc
  Minneapolis, MN
• 11/2024 → Present
  Mercer Global Advisors Inc.
  Minneapolis, MN

Previous Registrations

• 2021-05-14 → 2025-01-08
  Waypoint Capital Advisors, Llc
  Minneapolis, MN
• 2017-01-03 → 2021-04-29
  Be Financial Wealth Management, Llc
  Plymouth, MN
  Minnetonka, MN
• 2013-11-07 → 2016-11-16
  Meristem Family Wealth
  Minnetonka, MN

Other Businesses

1. Interfaith Outreach Community Partners; Investment-related; 1605 County Road 101 North, Plymouth, MN 55447; Non-Profit focused on strengthening community by meeting basic needs and equipping individuals and families for ongoing stability; Chair of the Board; 03/01/2019; 20 hrs. per month; 1 hr. during trading hours; Ensure mission fulfillment, facilitate board meetings, serve as a liaison, appoint chairs.

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-01-11
• S63 Uniform Securities Agent State Law Examination
  1992-09-24

Designations

• Certified Financial Planner

Other Names

• Nancy Marie Hughes
• Nancy Marie Hughes
• Nancy Marie Bergstrom
• Nancy M Bergstrom