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Sandra A Laskowski

Sandra A Laskowski

CFP®
CRD# 1379080·Registered 1987 - 2025
Previously Registered: Being a previously registered professional could mean that Sandra is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Sandra A Laskowski, CFP®, who also goes by Sandra Ann Kidney, Sandra A Kidney, Sandra Ann Larratt-smith, Sandra A Laskowski, Sandra A Larratt-smith, Sandra Ann Laskowski, Sandra Laskowski, was a registered financial advisor. Sandra was a previously registered financial professional and started their career in finance 1987 - 2025. Sandra had worked at 11 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Sandra Ann Kidney, Sandra A Kidney, Sandra Ann Larratt-Smith, Sandra A Laskowski, Sandra A Larratt-Smith, Sandra Ann Laskowski, Sandra Laskowski

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Credentials

CFP®
Certified Financial PlannerSince 2019

Years of Experience

39 years in the financial services industry

Current & Past Employments

MERCER GLOBAL ADVISORS INC.·CRD# 147363
RIA
Denver, CO
April 2, 2024 - October 24, 2025
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC·CRD# 2881
RIA
Denver, CO
September 2, 2022 - June 20, 2023
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC·CRD# 2881
BD
Denver, CO
September 2, 2022 - June 20, 2023
LPL FINANCIAL LLC·CRD# 6413
BD
Centennial, CO
May 13, 2021 - May 27, 2022
LPL FINANCIAL LLC·CRD# 6413
RIA
Centennial, CO
May 12, 2021 - May 27, 2022
KEY INVESTMENT SERVICES LLC·CRD# 136300
RIA
Parker, CO
January 17, 2019 - May 31, 2019
KEY INVESTMENT SERVICES LLC·CRD# 136300
BD
Parker, CO
January 17, 2019 - May 31, 2019
FIDELITY PERSONAL AND WORKPLACE ADVISORS·CRD# 288590
RIA
Boston, MA
July 13, 2018 - August 8, 2018
STRATEGIC ADVISERS LLC·CRD# 104555
RIA
Mountain View, CA
June 23, 2015 - July 13, 2018
FIDELITY BROKERAGE SERVICES LLC·CRD# 7784
BD
Mountain View, CA
June 8, 2015 - July 31, 2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
RIA
Palo Alto, CA
May 8, 2012 - January 2, 2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
BD
Palo Alto, CA
March 16, 2012 - January 2, 2014
NEWPORT COAST SECURITIES, INC.·CRD# 16944
BD
New York, NY
August 18, 1993 - June 19, 1996
THE SEIDLER COMPANIES INCORPORATED·CRD# 3911
BD
Los Angeles, CA
September 23, 1988 - August 20, 1991
BATEMAN EICHLER, HILL RICHARDS, INCORPORATED·CRD# 76
BD
May 28, 1987 - October 13, 1988

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Current Firm

MG
MERCER GLOBAL ADVISORS INC.

MERCER ADVISORS | MERCER GLOBAL ADVISORS INC.

CRD#: 147363 / SEC#: 801-69271
RIA
Registered Investment Advisory firm - SEC (5/30/2008 Approved)

Contact Information

Main Address

1200 17th Street Suite 2000, Denver, CO 80202

Phone Number

(888) 885-8101

# of Employees

1,429

SEC notice filing (53 States and Territories)

Registered to provide investment advisory services in 53 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

MERCER GLOBAL ADVISORS INC FORM ADV PART 2A 03 30 2026 (3/31/2026)

Regulatory Assets Under Management

Total Number of Accounts

116,310

AUM (Assets Under Management)

$84,396,892,590

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
07/24/2026Cover PageReport
10/29/2025Cover PageReport
07/31/2024Cover PageReport
09/28/2023Cover PageReport

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) Insurance Agent; Non investment related; 1200 17th Street, 5th floor, Denver, CO 80202; Licensed to sell Life, accident and health and variable products in the state of Colorado; Insurance Agent; 02/05/2019; currently no hours devoted to this business, none during trading hours.

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MG
MERCER GLOBAL ADVISORS INC.

MERCER ADVISORS | MERCER GLOBAL ADVISORS INC.

CRD#: 147363 / SEC#: 801-69271
RIA
Registered Investment Advisory firm - SEC (5/30/2008 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed May 2012About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Aug 1987About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Jul 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Mar 2012About the Series 7 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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Sandra A Laskowski
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