WILLIAM S. BIVIN

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CRD#: 1655723

Professional summary

Being a previously registered professional could mean that this person 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.

WILLIAM STANLEY BIVIN, CFP®, who also goes by Stan Bivin, William Bivin, was a registered financial professional .

WILLIAM is a previously registered financial professional and started their career in finance in 1987. WILLIAM had worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

Biography

“I’ve always believed that we are only as good as the team upon whose shoulders we stand. I have been remarkably blessed to have been surrounded by exceptional partners in my journey. Joining Mercer Advisors gives me the opportunity to extend my career and continue to help our friends and clients. That matters.”

Stan comes to Mercer Advisors after 35 years in the financial services business, first as a broker, as a bank Trust Officer, and then eventually as an entrepreneur building Bivin & Associates, a successful fiduciary registered investment advisory firm in northern Oklahoma. Stan graduated from Oklahoma State University in 1971, served as an officer in the United States Navy, in the Pentagon, then onboard the U.S.S. Laffey (DD-724). Stan is an Eagle Scout and the recipient of the Silver Beaver award and served as President of the Will Rogers Council of the Boy Scouts of America for three years. He and his wife Suzy have been active supporters of the community and their church. Stan is an average golfer, a want-to-be chef, a pretty good fisherman, and grows good tomatoes!

Question & Answer

What are your service offerings?

Retirement Planning

Business Succession Planning

Tax Planning

Comprehensive Financial Planni...

Estate Planning

Employee and Employer Plan Ben...

Investment Planning

What is your minimum asset requirement?

100K

Are you a "fiduciary"?

Aliases

Stan Bivin | William Bivin

Other business activities

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

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

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1990

Experience

Past

August 12, 2022 - January 16, 2026

MERCER GLOBAL ADVISORS INC.

RIA

CRD#: 147363

Ponca City, OK

Past

October 31, 2005 - December 20, 2016

OSAIC SERVICES, INC.

CRD#: 133763

PONCA CITY, OK

Past

July 1, 1999 - October 26, 2022

BIVIN & ASSOCIATES, INC.

RIA

CRD#: 111688

PONCA CITY, OK

Past

May 19, 1992 - October 31, 2005

SUNAMERICA SECURITIES, INC.

CRD#: 20068

PHOENIX, AZ

Past

April 29, 1987 - May 19, 1992

ANCHOR NATIONAL FINANCIAL SERVICES, INC.

CRD#: 5774

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".

MERCER GLOBAL ADVISORS INC.

MERCER ADVISORS | MERCER GLOBAL ADVISORS INC.

CRD#: 147363 / SEC#: 801-69271

RIA

Registered Investment Advisory firm - (5/30/2008 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

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

State Security Law Exam

IAR

Series 65

Date: 11/8/1994

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/27/1987

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 12/20/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/25/1987

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 1/31/1992

General Securities Principal Examination

Current Firm

MERCER GLOBAL ADVISORS INC.

MERCER ADVISORS | MERCER GLOBAL ADVISORS INC.

CRD#: 147363 / SEC#: 801-69271

RIA

Registered Investment Advisory firm - (5/30/2008 Approved)

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Contact information

Main Address

1200 17th Street Suite 2000, Denver, CO 80202

Mailing Address

Phone number

(888) 885-8101

Established

Firm type

Fiscal year end

# of Employees

1,166

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MERCER ADVISORS ADV 2A 12/24/2025 (12/24/2025)

Regulatory assets under management

Total Number of Accounts	99,044
AUM (Assets Under Management)	$ 60,256,270,580

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/29/2025	Cover Page	Report
07/31/2024	Cover Page	Report
09/28/2023	Cover Page	Report

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Firm Stability Insights

WILLIAM S. BIVIN

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

OSAIC SERVICES, INC.

BIVIN & ASSOCIATES, INC.

SUNAMERICA SECURITIES, INC.

ANCHOR NATIONAL FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

MERCER GLOBAL ADVISORS INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 11/8/1994

Series 63

Date: 4/27/1987

SIE

Date: 12/20/2016

Series 7

Date: 4/25/1987

Series 24

Date: 1/31/1992

Current Firm

MERCER GLOBAL ADVISORS INC.

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

MERCER GLOBAL ADVISORS INC.

TRUST BUT VERIFY

Contact information

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