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Teri Lynn Mercer

MCCARTHY PARTNERS MANAGEMENT, LLC·OMAHA, Nebraska
Clean recordMCCARTHY PARTNERS MANAGEMENT, LLC
1601 DODGE STREET, OMAHA, NE 68102CRD# 5032408Firm CRD# 158782

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Teri Lynn Mercer · OMAHA, NE
Registration
CRD #5032408 · MCCARTHY PARTNERS MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Teri Lynn Mercer is a registered financial advisor based in OMAHA, Nebraska, affiliated with MCCARTHY PARTNERS MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
MCCARTHY PARTNERS MANAGEMENT, LLC
MCCARTHY CAPITAL
AUM
$4.0B
Regulatory assets under management
Employees
29
Total firm employees
View all advisors at MCCARTHY PARTNERS MANAGEMENT, LLC →
Services
Pension consulting
Other
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: SEE SCHEDULE D - MISCELLANEOUS
Regulatory
SEC/IARD CRD# 5032408
Firm CRD# 158782
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Teri Lynn Mercer offer?
Teri Lynn Mercer specializes in Retirement Planning. Contact their office in OMAHA, Nebraska for a consultation.
What are Teri Lynn Mercer's credentials?
Teri Lynn Mercer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Teri Lynn Mercer located?
Teri Lynn Mercer is based in OMAHA, Nebraska, working with MCCARTHY PARTNERS MANAGEMENT, LLC. Their office serves clients in the OMAHA metropolitan area and surrounding communities.
How does Teri Lynn Mercer charge for services?
Teri Lynn Mercer's firm is compensated through percentage of aum, performance-based fees, other: see schedule d - miscellaneous. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MCCARTHY PARTNERS MANAGEMENT, LLC?
MCCARTHY PARTNERS MANAGEMENT, LLC has approximately 29 employees and manages $4.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MCCARTHY PARTNERS MANAGEMENT, LLC

Patrick Joseph Duffy
OMAHA, NE
Phillip Nolan Dudley
OMAHA, NE
Chase Michael Meyer
OMAHA, NE
Michael Robert Mccarthy
OMAHA, NE
Robert Youngs Emmert
OMAHA, NE
Jonathan James Wegner
OMAHA, NE

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Research
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