Advisor at Mercer Global Advisors Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Clearwater, MN
Credentials
CFP®, Series 65
Industry experience
5 years
Anthony Welle is a CFP® and Series 65 licensed financial advisor with five years of industry experience. He is currently with Mercer Global Advisors Inc. and has previously worked at Farmstead Financial LLC, SNS Financial Group, Vector Wealth Management, BerganKDV Wealth Management, Bell Bank, and North Dakota State University. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm employs a globally diversified investment approach grounded in Modern Portfolio Theory, utilizing a range of portfolio management solutions and maintaining a public content program including podcasts and market commentary.
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
Minnesota
Mercer Global Advisors Inc.
2026 - Present (1 year)
Farmstead Financial LLC
2024 - 2025 (1 year)
SNS Financial Group, LLC
2022 - 2024 (2 years)
Vector Wealth Management
2022 - 2024 (2 years)
BerganKDV Wealth Management
2019 - 2022 (3 years)
Bell Bank
2018 - 2019 (1 year)
North Dakota State University
2015 - 2019 (4 years)
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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