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Griffin John Winkowski

Advisor at Mercer Global Advisors Inc. — Green Bay, WI

Updated today

Credentials

Series 65

Experience

8 years

Location

Green Bay, WI 54311

Mercer Global Advisors Inc. logo

Mercer Global Advisors Inc.

Enterprise

Total advisors

734

Across 245 offices

Clients per advisor

48 Low

Avg AUM per client

$2,214,259 Very High

HNW client ratio

53% Very High

About

Griffin Winkowski is a financial advisor at Mercer Global Advisors Inc. with eight years of industry experience. He holds a Series 65 designation and has worked previously at firms including Orion Portfolio Solutions, Johnson Financial Group, and Interactive Brokers Group. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory services alongside financial, tax, retirement, and estate planning. The firm’s investment approach centers on globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, and other strategies, supported by educational content, specialized services, and an integrated platform of affiliated service lines.

Client services

Based on Mercer Global Advisors Inc.

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops
Trust services, estate planning, consultation

Expertise

Based on Mercer Global Advisors Inc.

Private / alternative investments Options & derivatives strategies ESG / Sustainable investing Concentrated stock management Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on Mercer Global Advisors Inc.

Founder/Business Owner Executive Retired

Demographic focus

Based on Mercer Global Advisors Inc.

Women Professionals Established Professionals

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Fee options

Fixed

Additional or extraordinary services fees may be charged separately; estate planning document preparation via ASLG may incur additional fees

Percentage

$0 - $1,000,000: 1.30% $1,000,001 - $2,000,000: 1.00%

Project-based

Financial planning-only services invoiced quarterly in advance; fees vary depending on complexity; tax preparation services available at negotiated rates

Other

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

Location

See office

Green Bay, WI

2985 Voyager Drive

Green Bay WI 54311

Advisors at this office

3

Most active in

Wisconsin

Work history

8 years of industry experience

Mercer Global Advisors Inc.

2024 - Present • 2 years

Green Bay, WI

Orion Portfolio Solutions

2022 - 2024 • 2 years

Omaha, NE

Orion Advisor Technology

2022 - 2024 • 2 years

Omaha, NE

North Star Financial

2022 - 2022 • 1 year

Madison, WI

Securian Financial Services Inc

2022 - 2022 • 1 year

St Paul, MN

Securian Financial Services Inc

2022 - 2022 • 1 year

St Paul, MN

Johnson Financial Group

2020 - 2022 • 2 years

Madison, WI

Self Employed

2019 - 2020 • 1 year

Madison, WI

Interactive Brokers Group

2017 - 2019 • 2 years

Chicago, IL

Raymond James & Associates

2016 - 2016 • 1 year

Chicago, IL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Janessa P

Series 63, Series 65

Denmark, WI

Prosperilux LLC

Janessa Price is the sole advisor at Prosperilux LLC, holding Series 63 and Series 65 licenses with seven years of industry experience. Her prior roles include positions at Harbour Investments, Inc. and Annex Wealth Management, LLC, as well as operating a sole proprietorship since 2006. Outside of financial advising, she co-owns Nordic Grove LLC, a duck and orchard farm, and owns an IT consulting business, Optum Security. Prosperilux LLC is a newly established investment advisory firm providing discretionary and non-discretionary asset management, financial planning, and consulting services to individuals, high-net-worth clients, and business entities. The firm utilizes modern portfolio theory and Monte Carlo analysis, often employing third-party managers and model providers, including sub-advisors and Altruist’s Model Marketplace.

Options & derivatives strategies Cash flow / budgeting Retirement income strategy Wealth management
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David H

Series 63, Series 65

Suamico, WI

Fiduciary Insight, LLC

David Horn is the principal of Fiduciary Insight, LLC, an independent firm based in Suamico, WI. He holds Series 63 and Series 65 licenses and has 20 years of experience in the financial services industry, including prior roles at Titletown Wealth Management, Woodbury Financial Services, and Wells Fargo Advisors. In addition to his advisory work, he is a licensed insurance agent involved in insurance sales. Fiduciary Insight provides investment advisory and financial planning services to individuals and high-net-worth clients, offering tailored strategies based on client goals and risk tolerances. The firm also delivers retirement plan consulting and manages approximately $20 million in discretionary assets, employing a variety of investment approaches and regular account reviews.

Wealth management Annuities Retirement plans for business owners (SEP, solo 401k)
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Mark N

Series 63, Series 65

Green Bay, WI

Transform Retirement

Mark Nicholas is a financial advisor at Transform Retirement with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Newport Group Consulting, Pai Trust Company, Employer Retirement Investment Advisors, and Plan Administrators. Transform Retirement provides advisory services to sponsors of employer-sponsored retirement plans as well as individual clients and families, offering investment management and financial planning. The firm emphasizes pension and profit-sharing plan consulting, serving in technical fiduciary roles and typically employing diversified fund menus and strategic allocations tailored to client goals.

Social Security optimization Retirement income strategy College savings (529s, UTMA, etc.) Cash flow / budgeting Founder/Business Owner Christian Faith Based
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Duane M

Series 65

Green Bay, WI

Epiphany Health & Wealth

Duane McVane is a Series 65-licensed financial advisor based in Green Bay, WI, currently operating Epiphany Health & Wealth. He has prior experience with Neighbors Insurance Group, Bankers Life & Casualty, and Holweg Weber. Epiphany Health & Wealth serves individual and high-net-worth clients by providing portfolio management, financial planning, and related services including insurance review and health coaching. The firm employs a diverse investment approach incorporating multiple analytic techniques and maintains a long-term trading orientation.

College savings (529s, UTMA, etc.) Life insurance needs analysis General retirement planning
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Nathan B

Series 63, Series 65

Green Bay, WI

Barington Capital Management, LLC

Nathan Barington is the founder and sole advisor of Barington Capital Management, LLC in Green Bay, WI, with 18 years of industry experience. He holds Series 63 and Series 65 designations and has led his firm since 2016. Barington Capital Management provides discretionary investment supervisory and portfolio management services to individuals, trusts, pension and profit-sharing plans, and business entities. The firm emphasizes long-term holding strategies supported by charting, fundamental, and technical analysis, while maintaining flexibility for short-term trading when appropriate.

Annuities
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Kenneth M

CFP®, Series 65

Green Bay, WI

Melotte Financial Advisors

Kenneth Melotte is a CFP®-certified financial advisor with 16 years of industry experience. He founded Melotte Financial Advisors in 2016 after working at Confluence Wealth Management LLC. The firm serves individuals and families, offering comprehensive financial planning, retirement and IRA consulting, portfolio management, and estate and lifetime gifting analysis. Melotte Financial Advisors combines a long-term strategic asset-allocation approach with an optional Tactical Growth strategy, utilizing a mix of low-cost index funds and selective active strategies to manage risk and enhance returns.

Life insurance needs analysis Wealth management Real estate investing Options & derivatives strategies
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