Emily Nicole Sipes

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

• 10/2013 → 10/2016
  Chipotle Mexican Grill
  Wooster, OH
• 10/2016 → 08/2017
  Chipotle Mexican Grill
  Green, OH
• 08/2017 → 07/2018
  Chipotle Mexican Grill
  Wadsworth, OH
• 04/2017 → 05/2018
  Valmark Financial Group
  Akron, OH
• 05/2018 → 02/2019
  Valmark Financial Group
  Akron, OH
• 02/2019 → 06/2021
  Valmark Financial Group
  Akron, OH
• 11/2023 → 06/2025
  Mercer Global Advisors Inc.
  Akron, OH
• 02/2020 → 11/2023
  Valmark Financial Group
  Akron, OH
• 04/2026 → Present
  Mercer Global Advisors Inc.
  Akron, OH
• 07/2025 → 03/2026
  Mercer Global Advisors Inc.
  Akron, OH

Previous Registrations

• 2021-11-24 → 2023-11-02
  Valmark Advisers, Inc.
  Akron, OH

Exams

• S66 Uniform Combined State Law Examination
  2021-11-16

Designations

• Certified Financial Planner