Alexander J. Gangl

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CRD#: 5270889

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.

Alexander JASON Gangl, CFP®, who also goes by Alex Gangl, Alexander Jason Gangl, Alexander Gangl, was a registered financial professional .

Alexander is a previously registered financial professional and started their career in finance in 2012. Alexander had worked at 5 firms and has passed the SIE exam.

Biography

Alex holds an honors degree in Mechanical Engineering and has previously held positions with Magna International, Atlantis Aerospace, Eton-Yale, Husky Injection Molding Systems and Agilent Technologies. In pursuit of his passion for helping people, he joined a wealth management firm in 2007, serving clients there for 11 years and ultimately founding his own wealth management company. Along the way, he earned CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Analyst® designations. He enjoys helping clients reach their goals and realize financial independence. Alex was a financial advisor at Equius Partners, which joined forces with Wealth Enhancement Group in 2023. Alex lives in Novato, California with his wife and three children and can often be found riding his Onewheel, electric unicycle or competing in pickleball tournaments. Alex also enjoys mountain biking, snowboarding and camping.

Question & Answer

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Insurance Planning

Retirement Planning

Investment Planning

Estate Planning

Tax Planning

Debt Management

Employee and Employer Plan Ben...

Comprehensive Financial Planni...

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Aliases

Alex Gangl | Alexander Jason Gangl | Alexander Gangl

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^®

RIA

CRD#: 110666

SAN RAFAEL, CA

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

General Industry/Product Exam

SIE

Date: 8/8/2019

Securities Industry Essentials 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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Contact information

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Alexander J. Gangl

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

MERCER GLOBAL ADVISORS INC.

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

EQUIUS PARTNERS, INC.

WEALTHSPAN

WEALTHSPIRE ADVISORS

Primary Firm SEC Registration

MERCER GLOBAL ADVISORS INC.

State Registrations and Notice Filings

Exams

SIE

Date: 8/8/2019

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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