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Lindsey Ann Wetzel

Mercer Global Advisors Inc.

Denver, CO

Green Bay, WI

CRD 6221308

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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
WI RA APPROVED 2025-09-30
  • WI RA
    APPROVED
    Since 2025-09-30

Branch Locations

1200 17Th Street Suite 2000, Denver, CO 80202 • United States

2985 Voyager Drive, Green Bay, WI 54311 • 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
Afi Wealth Strategies Green Bay WI 05/2020 07/2021
Kbx Logistics Green Bay WI 10/2019 05/2020
Dental City Green Bay WI 01/2014 10/2019
Mercer Global Advisors Inc. Green Bay WI 07/2021 07/2025
Mercer Global Advisors Inc. Green Bay WI 07/2025 Present
  • 05/2020 → 07/2021
    Afi Wealth Strategies
    Green Bay, WI
  • 10/2019 → 05/2020
    Kbx Logistics
    Green Bay, WI
  • 01/2014 → 10/2019
    Dental City
    Green Bay, WI
  • 07/2021 → 07/2025
    Mercer Global Advisors Inc.
    Green Bay, WI
  • 07/2025 → Present
    Mercer Global Advisors Inc.
    Green Bay, WI
Designations
  • Certified Financial Planner
Other Names
  • Lindsey Ann Wetzel
  • Lindsey Wetzel

View on SEC IAPD

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