Andra
Reason
Mercer Global Advisors Inc
Answer a few questions and
get matched with an advisor.
or call us now at 1-888-467-5419
About this Advisor
Andra Reason is a certified financial planner based out of Ames, Iowa, who has 11 years of experience as a financial advisor. Reason works at Mercer Global Advisors Inc. The advisor has gained experience at Marrs Wealth Management, Lwbj, Llp and Mercer Global Advisors Inc. Reason is able to operate in Iowa. Mercer Global Advisors Inc is an advisory firm that has its headquarters in Ames, Iowa. The firm has offices in 62 locations and a total of 625 financial advisors. It handles $34 billion in assets under management across its 61,972 client accounts, placing it among the largest firms in the country by assets under management. The firm provides financial advice to 74 charities and foundations. Of its 61,972 customer accounts, 41% are associated with high-net-worth investors who have at least $1 million in assets. Mercer Global Advisors Inc has a wide set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. Fees for financial management usually vary depending on which services the firm provides the client. Fees billed by Mercer Global Advisors Inc may include asset-based and fixed fees.
Certifications and Registrations
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Mercer Global Advisors Inc Brokerage Details
$34,011,524,251
625
61,972
$548,821
Let us help match you with the right financial advisor for your needs.
Answer a few questions to get a personalized match.Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Andra Reason Work History
Andra has 11 years of experience.
Mercer Global Advisors Inc
Marrs Wealth Management
Lwbj, Llp
Disclosures
Andra Reason has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Mercer Global Advisors Inc
Boulder, CO
Houston, TX
Walnut Creek, CA
Southampton, PA
San Diego, CA
Omaha, NE
San Diego, CA
Bellevue, WA
The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.