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John Koch

Advisor at Mercer Global Advisors Inc. — Weyauwega, WI

Updated today

Credentials

CFA®

Experience

1 year

Location

Weyauwega, WI

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

John Koch is a CFA® charterholder affiliated with Mercer Global Advisors Inc. He has a combined 11 years of industry experience, including a decade at iSectors, LLC. Mercer Global Advisors provides investment advisory and related planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based investment approach, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and offers a range of implementation options alongside financial planning and retirement consulting services.

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

Weyauwega, WI

Weyauwega WI

Advisors at this office

1

Most active in

Wisconsin

Work history

1 year of industry experience

Mercer Global Advisors Inc.

2025 - Present • 1 year

Weyauwega, WI

iSectors, LLC

2025 - 2025 • 1 year

Appleton, WI

iSectors, LLC

2014 - 2024 • 10 years

Appleton, WI

Disclosures

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

Business activities & affiliations

user avatar

Chad B

Series 63, Series 66

New London, WI

OSAIC Institutions, INC.

Chad Backes is a financial advisor at OSAIC Institutions, Inc. with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at LPL Financial, Investment Centers of America, and First State Bank, where he continues to maintain a connection. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm emphasizes customized advisory services and operates a hybrid adviser/broker-dealer model with access to alternative investments and lending solutions.

Annuities Tax-loss harvesting Founder/Business Owner Executive
user avatar

Scott H

Series 63, Series 65

New London, WI

The huntington Investment company

Scott Hanadel is a financial advisor at The Huntington Investment Company with 13 years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes positions at FBL Marketing Services, FBL Financial Group, Firstmerit Bank, and LPL Financial. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals—including high-net-worth clients—as well as charitable organizations, corporations, and other business entities. The firm offers a range of advisory and brokerage services through multiple wrap-fee programs using an open-architecture model that combines third-party managers with proprietary Private Bank strategies.

ESG / Sustainable investing Active portfolio management Tax-loss harvesting
user avatar

Joshua K

Series 66

Waupaca, WI

Thrivent Investment Management

Joshua Korotka is a financial advisor with Thrivent Investment Management, holding a Series 66 designation. He has been with Thrivent since 2025 and previously worked at Thrivent Financial. Outside of his advisory role, he owns a fresh produce stand operating in Crandon and Antigo, WI, a business he has managed since his teens. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive goal-based financial analyses without discretionary trading authority. The firm supports long-term planning needs through periodic reviews and integrates planning with managed-account services under a consolidated billing option.

Business ownership considerations
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Tina G

Series 66

Fremont, WI

OSAIC

Tina Grenlie is a financial advisor at OSAIC with nine years of industry experience. She holds a Series 66 designation and has worked previously with Edward Jones, Thrivent Financial, and Principal Securities, among others. Outside of her advisory roles, she serves on the audit committee for Trinity Lutheran Church and is a member of the American Legion Auxiliary. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, and access to various managed portfolios and third-party money managers.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive

April R

Series 66

New London, WI

Edward Jones

April Rasmussen is a financial advisor at Edward Jones with nine years of industry experience. She holds the Series 66 designation and is based in New London, Wisconsin. April has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance Wealth management Retired Founder/Business Owner Executive
user avatar

Jennifer B

Series 66

New London, WI

Raymond James & Associates

Jennifer Bruzas is a financial advisor with Raymond James & Associates in New London, WI, holding a Series 66 designation and 15 years of industry experience. She has worked with Raymond James since 2018 and previously spent 13 years at SII Investments. Outside of advisory work, she serves as a FINRA arbitrator. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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