Neal Bradley Gudmunson
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.May 2025 to now
- Mercer Global Advisor Inc.Feb 2025 to now
- Schmitty and Sons (mvta)Aug 2023 to Oct 2023
- Mindful Asset PlanningMay 2023 to Feb 2025
- Iowa State UniversityAug 2022 to Dec 2022
- City of AmesDec 2021 to May 2023
- UpsJun 2021 to Jul 2021
- United States Census BureauAug 2020 to Oct 2020
- MenardsApr 2020 to Aug 2020
- Great Harvest BakeryMay 2018 to Jul 2019
- StudentJan 2015 to May 2024
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (IA).
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
- 8080177
- Firm CRD
- 147363