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RIA / WealthAdvisorCertified Financial Planner10 years in industry

NATHAN LUKE

Advisor at MERCER GLOBAL ADVISORS INC.

Grand Rapids, MI | Portage, MI | DENVER, CO

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Search this name across graphsid dfx:ria:5a7eae8a-d74e-550e-fb3b-762f5a89e39e

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:21 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 3
On other graphs: 0
Observed: Feb 20, 2018 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MERCER GLOBAL ADVISORS INC.
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Feb 19, 2018
First registration: Feb 20, 2018
Dual registered: no
Other names: Nathan Luke|NATHAN JON LUKE
IAPD individual key: 6538735

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MERCER GLOBAL ADVISORS INC.	Independent wealth	Jul 13, 2026	n/a	yes	Grand Rapids, MI\|DENVER, CO\|Portage, MI	Current employment
INNOVIA WEALTH, LLC	Independent wealth	Jan 25, 2023	Sep 7, 2023	no	GRAND RAPIDS, MI	Previous registration
OXFORD FINANCIAL GROUP, LTD	Independent wealth	Aug 29, 2022	Oct 27, 2022	no	CARMEL, IN\|Grand Rapids, MI	Previous registration
THE MATHER GROUP, LLC	Independent wealth	Sep 14, 2020	Apr 21, 2022	no	CHICAGO, IL\|Houston, TX\|Houston, TX	Previous registration
PARTNERSINWEALTH, INC	Former SEC adviser	Apr 30, 2020	Sep 8, 2020	no	HOUSTON, TX	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Feb 20, 2018	Jun 4, 2019	no	GRANDVILLE, MI\|GRAND RAPIDS, MI\|CHICAGO, IL\|GRAND RAPIDS, MI	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
INNOVIA WEALTH, LLC	MERCER GLOBAL ADVISORS INC.	Sep 7, 2023	Jul 13, 2026	1,040	Firm change after gap	RIA to RIA
OXFORD FINANCIAL GROUP, LTD	INNOVIA WEALTH, LLC	Oct 27, 2022	Jan 25, 2023	90	Firm change	RIA to RIA
THE MATHER GROUP, LLC	OXFORD FINANCIAL GROUP, LTD	Apr 21, 2022	Aug 29, 2022	130	Firm change	RIA to RIA
PARTNERSINWEALTH, INC	THE MATHER GROUP, LLC	Sep 8, 2020	Sep 14, 2020	6	Firm change	RIA to RIA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	PARTNERSINWEALTH, INC	Jun 4, 2019	Apr 30, 2020	331	Firm change	Wirehouse to RIA

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
112786:156005:TX:2020-09-08	Sep 8, 2020	Sep 14, 2020	HOUSTON, TX	Firm change

Relationships

Registered with (6)

→ MERCER GLOBAL ADVISORS INC.Registered adviserregistration: current employment
Jul 13, 2026 to presentfactForm ADV
→ INNOVIA WEALTH, LLCRegistered adviserregistration: previous registration
Jan 25, 2023 to Sep 7, 2023factForm ADV
→ OXFORD FINANCIAL GROUP, LTDRegistered adviserregistration: previous registration
Aug 29, 2022 to Oct 27, 2022factForm ADV
→ THE MATHER GROUP, LLCRegistered adviserregistration: previous registration
Sep 14, 2020 to Apr 21, 2022factForm ADV
→ PARTNERSINWEALTH, INCRegistered adviserregistration: previous registration
Apr 30, 2020 to Sep 8, 2020factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Feb 20, 2018 to Jun 4, 2019factForm ADV

Dated events

Occurred
Sep 7, 2023
Advisor changed firm
Nathan Luke left Innovia Wealth, Llc for Mercer Global Advisors Inc. (registered 2026-07-13)
Form ADVobserved 5 days ago
Occurred
Oct 27, 2022
Advisor changed firm
Nathan Luke left Oxford Financial Group, Ltd for Innovia Wealth, Llc (registered 2023-01-25)
Form ADVobserved 5 days ago
Occurred
Apr 21, 2022
Advisor changed firm
Nathan Luke left The Mather Group, Llc for Oxford Financial Group, Ltd (registered 2022-08-29)
Form ADVobserved 5 days ago