Alisa L Zufall
Investment adviser representative at Mercer Global Advisors Inc.
18 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$84.4BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
18 years in the industry.
- Mercer Global Advisors Inc.Feb 2025 to now
- Growth Path Consulting, LLCOct 2024 to Feb 2025
- LPL Financial LLCMay 2021 to Oct 2024
- Foreside Fund Services, LLCDec 2014 to May 2021
- Wisdomtree Asset Management, Inc.Jun 2008 to May 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (IL).
Mercer Global Advisors Inc.
$84.4BAssets managed
36,172Clients
759Advisers
18 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4358981
- Firm CRD
- 147363