Evan
Bachman

Mercer Global Advisors Inc

CRD#7395269
Investment Advisor
in Minneapolis, MN

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About this Advisor

Evan Bachman is a financial advisor based in Minneapolis, Minnesota, working with Mercer Global Advisors Inc. Evan has previously held positions at Clearwater Travel Plaza, Bamco Inc, Fure Financial Corporation, and Mercer Global Advisors Inc. Evan has passed the Series 65 regulatory exam and is registered to provide services in Minnesota and Texas. Currently, Evan is part of Mercer Global Advisors Inc, which operates out of Minneapolis, Minnesota. The firm has 83 offices and 1,020 employees. The firm manages assets totaling $45.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Mercer Global Advisors Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

8500 Normandale Lake Blvd. Suite 950
Minneapolis, MN 55437

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Mercer Global Advisors Inc Brokerage Details

Total Assets Under Management

$45,350,198,548

MN Average: $2,349,664,866
Total Number of Employees

1,020

MN Average: 28
Total Number of Accounts

86,945

MN Average: 1,101
Average Account Size

$521,596

MN Average: $2,134,119

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

Evan Bachman Work History

2023 - Present (1 year)

Mercer Global Advisors Inc

2023 - 2023 (< 1 year)

Mercer Global Advisors Inc

2022 - 2023 (1 year)

Mercer Global Advisors Inc

2021 - 2022 (1 year)

Fure Financial Corporation

2018 - 2021 (3 years)

Bamco Inc

2015 - 2017 (2 years)

Clearwater Travel Plaza

Disclosures

Please visit the SEC profile of Evan Bachman 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

Jennifer Kachmar
Denver, CO
Anthony Koehler
Denver, CO
Harold Minton
Houston, TX
James Telfer
Denver, CO
Brett Thomas
Dallas, TX
Courtney Mersereau
Portland, OR
Mendim Gecaj
New York, NY
Aaron Bauer
Appleton, WI

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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