Logan John Donovan

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

• 03/2020 → 12/2021
  Klaas Financial Asset Advisors, Llc
  Fitchburg, WI
• 11/2019 → 12/2019
  Treehouse Foods
  Greenbay, WI
• 11/2017 → 04/2022
  Googins Advisors
  Middleton, WI
• 05/2017 → 08/2017
  Northwestern Mutual
  Green Bay, WI
• 01/2015 → 05/2018
  University Of Wisconsin-Madison - Recreational Sports
  Madison, WI
• 09/2014 → 05/2019
  University Of Wisconsin-Madison
  Madison, WI
• 04/2022 → 09/2022
  Mercer Global Advisors Inc
  Boulder, CO
• 09/2022 → 09/2023
  Mercer Global Advisors Inc.
  Boulder, CO
• 09/2023 → Present
  Mercer Global Advisors Inc.
  Boulder, CO

Previous Registrations

• 2021-03-29 → 2021-12-14
  Klaas Financial Asset Advisors, Llc.
  Fitchburg, WI
  Loves Park, IL

Other Businesses

(1) NAME: 1403 SOUTH, LLC. INVESTMENT RELATED: NO. ADDRESS: 1403 S. MAIN ST., OSHKOSH, WI 54902. NATURE: RENTAL PROPERTY. RELATIONSHIP: LLC MEMBER. START DATE: 12/1/2019. HOURS/MONTH: 0. HOURS/MONTH DURING TRADING HOURS: 0. DUTIES: MEMBER OF LLC THAT OWNS, RENOVATES, AND RENTS PROPERTIES. (2) NAME: LJ1, LLC. INVESTMENT RELATED: NO. ADDRESS: 1253 DOVER LN., ASHWAUBENON, WI 54313. NATURE: RENTAL PROPERTY. RELATIONSHIP: LLC MEMBER. START DATE: 2/21/2020. HOURS/MONTH: 0. HOURS/MONTH DURING TRADING HOURS: 0. DUTIES: MEMBER OF LLC THAT OWNS, RENOVATES, AND RENTS PROPERTIES.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-03-29

Other Names

• Logan John Donovan
• Logan Donovan