Renee
Egelski
Mercer Global Advisors Inc
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About this Advisor
Renee Egelski is a certified financial planner operating out of Traverse City, Michigan with a total of 4 years of industry experience. Egelski is an advisor for Mercer Global Advisors Inc. Their career trajectory has included roles at Mercer Global Advisors Inc and Financial & Investement Management Group LTD. Egelski holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Michigan. Mercer Global Advisors Inc is a financial advisory business based out of Denver, CO. The company has offices in 80 locations and a total of 900 financial advisors. It administers $35 billion in assets under management between its 76,213 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm serves 89 charities and foundations. Of its 76,213 client accounts, 34% are held by high-net-worth clients who have more than $1 million in investable assets. The advisory firm 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. Financial advisory fees usually are based on the financial services offered. Fee types billed by Mercer Global Advisors Inc most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mercer Global Advisors Inc Brokerage Details
$35,141,673,366
900
76,213
$461,098
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
Renee Egelski Work History
Renee has been registered as a financial advisor for 4 years.*
Mercer Global Advisors Inc
Financial & Investement Management Group LTD
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Renee Egelski to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Mercer Global Advisors Inc
Atlanta, GA
Denver, CO
Santa Barbara, CA
Denver, CO
Denver, CO
Denver, CO
New York, NY
Santa Barbara, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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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.
