Appleton, WI Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$77,596,489,094
ClientsTotal clients
35,044
AdvisorsAdvisors at this office
2
Of 734 advisors across 245 offices
Location
Appleton WI
Advisors at this office
2
Advisors at this office
Aaron B
CFP®, Series 65
Appleton, WI
Mercer Global Advisors Inc.
Aaron Bauer is a CFP® and holds a Series 65 license with five years of industry experience. He has worked at Mercer Global Advisors Inc. and previously at Winch Advisory Services, LLC. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing investment advisory, financial, tax, retirement, and estate planning services. The firm’s investment approach is based on Modern Portfolio Theory and uses globally diversified portfolios with multi-factor tilts, implemented through low-cost ETFs, index funds, separate account managers, and other vehicles.
Tyler B
CFP®
Appleton, WI
Mercer Global Advisors Inc.
Tyler Bauer is a CFP® professional with three years of industry experience, currently affiliated with Mercer Global Advisors Inc. He previously worked at Winch Advisory Services, LLC for a total of ten years. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing a range of investment advisory and planning services. The firm follows a globally diversified investment approach grounded in Modern Portfolio Theory, utilizing low-cost ETFs, index funds, separate account managers, and other strategies, and offers client education content, events, and integrated service platforms.
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