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Credentials
CFP®, Series 65
Experience Industry experience
6 years
Location
Clearwater, MN
Mercer Global Advisors Inc.
Enterprise
Anthony Welle is a CFP® and holds a Series 65 license with six years of industry experience. He is currently with Mercer Global Advisors Inc. and has previously worked at Farmstead Financial LLC, Vector Wealth Management, SNS Financial Group, BerganKDV Wealth Management, Bell Bank, and North Dakota State University. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory, financial, tax, retirement, estate planning, and family office services. The firm emphasizes globally diversified, risk-appropriate portfolios based on Modern Portfolio Theory and employs various investment vehicles, including low-cost ETFs, index funds, and private funds.
Based on Mercer Global Advisors Inc.
Based on Mercer Global Advisors Inc.
Based on Mercer Global Advisors Inc.
Additional or extraordinary services fees may be charged separately; estate planning document preparation via ASLG may incur additional fees
$0 - $1,000,000: 1.30% $1,000,001 - $2,000,000: 1.00%
Financial planning-only services invoiced quarterly in advance; fees vary depending on complexity; tax preparation services available at negotiated rates
Account minimum: $1,200 annually for Guided Investing; $6,000 for Wealth Path; $15,000 for Custom Wealth; $75,000 for Ascend Group; $150,000 for Regis ultra-high net worth service offering Minimum fee: Guided Investing: $1,200 annually; Wealth Path: $6,000; Custom Wealth: $15,000; Ascend Group: $75,000; Regis: $150,000 minimum annual advisory fee
Clearwater, MN
Clearwater MN
Advisors at this office
1
Minnesota
6 years of industry experience
Mercer Global Advisors, Inc.
2026 - Present • 1 year
Clearwater, MN
Mercer Global Advisors Inc.
2026 - 2026 • 1 year
Clearwater, MN
Farmstead Financial LLC
2024 - 2025 • 1 year
Clearwater, MN
Vector Wealth Management
2022 - 2024 • 2 years
Minneapolis, MN
SNS Financial Group, LLC
2022 - 2024 • 2 years
Minneapolis, MN
BerganKDV Wealth Management
2019 - 2022 • 3 years
Minneapolis, MN
Bell Bank
2018 - 2019 • 1 year
Fargo, ND
North Dakota State University
2015 - 2019 • 4 years
Fargo, ND
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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