Hunter Zick
Advisor at Mercer Global Advisors Inc. — Green Bay, WI
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.
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.
Credentials
Series 63, Series 65
Experience Industry experience
7 years
Location
Green Bay, WI 54311
Mercer Global Advisors Inc.
Enterprise
Hunter Zick is a financial advisor with Mercer Global Advisors Inc. in Green Bay, WI. He holds Series 63 and Series 65 licenses and has six years of industry experience. His prior work includes roles at Lion Street Financial, Raymond James Financial Services, PFSI Investment Inc., Primerica Financial Services, and positions outside finance at the University of Wisconsin Green Bay and Marathon Cheese Corp. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based approach emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and offers a range of implementation options alongside financial planning, retirement consulting, tax support, and estate-planning coordination.
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
Green Bay, WI
2985 Voyager Drive
Green Bay WI 54311
Advisors at this office
3
Wisconsin
7 years of industry experience
Lion Street Financial
2021 - 2023 • 2 years
Green Bay, WI
Mercer Global Advisors Inc.
2021 - Present • 5 years
Green Bay, WI
Raymond James Financial Services, Inc.
2021 - 2021 • 1 year
Green Bay, WI
PFSI Investment Inc.
2018 - 2021 • 3 years
Wausau, WI
Primerica Financial services
2017 - 2021 • 4 years
Wausau, WI
University of Wisconsin Green Bay
2015 - 2018 • 3 years
Green Bay, WI
Marathon Cheese Corp
2015 - 2018 • 3 years
Medford, WI
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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