Mark Arthur Pletts

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

• 04/2015 → 11/2024
  Waypoint Capital Advisors, Llc
  Chanhassen, MN
• 11/2024 → Present
  Mercer Global Advisors Inc.
  Minneapolis, MN

Previous Registrations

• 2015-05-05 → 2025-01-08
  Waypoint Capital Advisors, Llc
  Chanhassen, MN
  Minneapolis, MN
  Minneapolis, MN
  Minneapolis, MN
• 2013-12-10 → 2015-02-18
  Meristem Family Wealth
  Scottsdale, AZ
  Minnetonka, MN

Other Businesses

1. Matter NGO; Not investment-related; 7005 Oxford Street, St. Louis Park, MN 55426; Non-Profit focused on improving communities; Board and Executive Committee Member; 11/01/2014; 2 hrs. per month; 0 hrs. during trading hours; Volunteer as a Board and Executive Committee member.

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-12-10
• S63 Uniform Securities Agent State Law Examination
  1994-11-28