Daniel Joseph Cook
Investment adviser representative at Mercer Global Advisors Inc.
11 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
11 years in the industry.
- Mercer Global Advisors Inc.Dec 2025 to now
- Financial Arcitects, IncJul 2024 to Oct 2025
- Straight Path Wealth ManagementJul 2024 to Oct 2025
- Lake Michigan Credit UnionMay 2021 to Jun 2024
- LPL Financial LLCMay 2021 to Jun 2024
- UnemployedFeb 2021 to May 2021
- J.P. Morgan Securities LLCSep 2019 to Jan 2021
- Hershey CompanySep 2018 to Aug 2019
- UnemployedJun 2018 to Aug 2018
- Blackford CapitalJan 2018 to Apr 2018
- Northwestern Mutual Investment Services, LLCJul 2016 to Dec 2016
- Gvsu AthleticsAug 2015 to May 2018
- Grand Valley State UniversityAug 2015 to Apr 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 6674041
- Firm CRD
- 147363