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Inactive

Hunter Zick

Mercer Global Advisors Inc.

Denver, CO

Green Bay, WI

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Current Employers
Mercer Global Advisors Inc.

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

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2024-09-04
  • WI RA
    APPROVED
    Since 2024-09-04

Branch Locations

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

2985 Voyager Dr., 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
Pfsi Investment Inc. Wausau WI 04/2018 02/2021
Primerica Financial Services Wausau WI 03/2017 02/2021
University Of Wisconsin Green Bay Green Bay WI 09/2015 09/2018
Marathon Cheese Corp Medford WI 06/2015 01/2018
Raymond James Financial Services, Inc. Green Bay WI 02/2021 06/2021
Lion Street Financial Green Bay WI 08/2021 12/2023
Mercer Global Advisors Inc. Green Bay WI 07/2021 Present
  • 04/2018 → 02/2021
    Pfsi Investment Inc.
    Wausau, WI
  • 03/2017 → 02/2021
    Primerica Financial Services
    Wausau, WI
  • 09/2015 → 09/2018
    University Of Wisconsin Green Bay
    Green Bay, WI
  • 06/2015 → 01/2018
    Marathon Cheese Corp
    Medford, WI
  • 02/2021 → 06/2021
    Raymond James Financial Services, Inc.
    Green Bay, WI
  • 08/2021 → 12/2023
    Lion Street Financial
    Green Bay, WI
  • 07/2021 → Present
    Mercer Global Advisors Inc.
    Green Bay, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-09-04
S63 Uniform Securities Agent State Law Examination 2018-11-10
  • S65 Uniform Investment Adviser Law Examination
    2024-09-04
  • S63 Uniform Securities Agent State Law Examination
    2018-11-10
Other Names
  • Hunter Dkota Zick
  • Hunter D'KOta Zick

View on SEC IAPD

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BRET ALLEN ROBERTS
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Other Offices

EXCELLERE PARTNERS · DENVER, CO
ALPINE QUANTITATIVE MANAGEMENT, LLC · DENVER, CO
MORGAN STANLEY · Denver, CO
CETERA INVESTMENT ADVISERS LLC · DENVER, CO
DREAM U.S. MANAGER LLC · DENVER, CO
KSL CAPITAL PARTNERS · DENVER, CO
CIBC PRIVATE WEALTH ADVISORS, INC. · Denver, CO
CIBC PRIVATE WEALTH ADVISORS, INC. · Denver, CO

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