Griffin John Winkowski
Investment adviser representative at Mercer Global Advisors Inc.
10 yearsExperience
1 stateRegistered in
$84.4BFirm assets
18 yearsFirm in business
Are you Griffin John Winkowski? Claim your profile
Contact this firm
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
10 years in the industry.
- Mercer Global Advisors Inc.Jul 2024 to now
- Orion Advisor TechnologyJul 2022 to Jul 2024
- Orion Portfolio SolutionsJul 2022 to Jul 2024
- North Star FinancialFeb 2022 to Jun 2022
- Securian Financial Services IncJan 2022 to Jun 2022
- Johnson Financial GroupJul 2020 to Jan 2022
- Self EmployedJun 2019 to Jun 2020
- Interactive Brokers GroupFeb 2017 to May 2019
- Raymond James & AssociatesSep 2016 to Dec 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (WI).
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
- 5761790
- Firm CRD
- 147363