Tammy Marie Wakevainen
Investment adviser representative at Mercer Global Advisors Inc.
24 yearsExperience
2 statesRegistered 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
24 years in the industry.
- Mercer Global Advisors Inc.Dec 2022 to now
- Vintage Financial ServicesSep 2019 to Nov 2022
- Arbor Research Collaborative for HealthApr 2016 to Dec 2016
- Elser & Briggs, PcJan 2002 to Aug 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (MI, TX).
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
- 7284721
- Firm CRD
- 147363