Griffin John Winkowski

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

• 09/2016 → 12/2016
  Raymond James & Associates
  Chicago, IL
• 02/2017 → 05/2019
  Interactive Brokers Group
  Chicago, IL
• 02/2022 → 06/2022
  Securian Financial Services Inc
  St Paul, MN
• 02/2022 → 06/2022
  North Star Financial
  Madison, WI
• 07/2020 → 01/2022
  Johnson Financial Group
  Madison, WI
• 01/2022 → 02/2022
  Securian Financial Services Inc
  St Paul, MN
• 06/2019 → 06/2020
  Self Employed
  Madison, WI
• 07/2022 → 07/2024
  Orion Advisor Technology
  Omaha, NE
• 07/2022 → 07/2024
  Orion Portfolio Solutions
  Omaha, NE
• 07/2024 → Present
  Mercer Global Advisors Inc.
  Green Bay, WI

Previous Registrations

• 2023-06-15 → 2024-07-29
  Orion Portfolio Solutions, Llc
  Omaha, NE

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-06-14

Other Names

• Griffin J Winkowski
• Griffin John Winkowski