Alexis Ann Wilkinson
Investment adviser representative at Mercer Global Advisors Inc.
11 yearsExperience
1 stateRegistered in
$84.4BFirm assets
18 yearsFirm in business
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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.Apr 2019 to now
- Chemical BankSep 2018 to Sep 2019
- Myler & SzczypkaFeb 2018 to Jul 2018
- Self-employedJan 2017 to Jul 2018
- MarshallsOct 2016 to Jan 2017
- Eastern Michigan UniversitySep 2015 to Aug 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
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
- 7179958
- Firm CRD
- 147363