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RIA / WealthAdvisor28 years in industry

DUSTIN CANE STIEFEL

Advisor at MERCER GLOBAL ADVISORS INC.

Colleyville, TX | DENVER, CO

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Search this name across graphsid dfx:ria:5f4dd977-881f-6a72-5414-39debd7f3bd8

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:46 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 1
On other graphs: 0
Observed: Dec 3, 1997 to Sep 14, 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: Oct 27, 1997earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 1
Exams: S63
First exam: Oct 27, 1997
First registration: Dec 3, 1997
Dual registered: no
IAPD individual key: 2932117

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	Aug 11, 2023	n/a	yes	DENVER, CO\|Colleyville, TX	Current employment
STEWARD WEALTH MANAGEMENT	Former SEC adviser	Apr 2, 2007	Oct 31, 2023	no	COLLEYVILLE, TX	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Jan 3, 2006	Apr 11, 2007	no	GRAPEVINE, TX\|GRAPEVINE, TX	Previous registration
OSAIC FS, INC.	Former SEC adviser	Dec 21, 2005	Dec 31, 2005	no	COLLEYVILLE, TX	Previous registration
ADVANCED PLANNING, INC.	n/a	Aug 6, 2003	Apr 19, 2007	no	GRAPEVINE, TX	Previous registration
ADVANCED PLANNING, INC.	n/a	Jun 20, 2001	Dec 31, 2002	no	BEDFORD, TX	Previous registration
INDEPENDENT ADVISERS GROUP CORP	Former SEC adviser	Jul 6, 2000	Jan 3, 2006	no	GRAPEVINE, TX	Previous registration
OSAIC FS, INC.	Former SEC adviser	Dec 3, 1997	Dec 20, 2005	no	GRAPEVINE, TX	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
STEWARD WEALTH MANAGEMENT	MERCER GLOBAL ADVISORS INC.	Oct 31, 2023	Aug 11, 2023	-81	Firm change after gap	RIA to RIA
ADVANCED PLANNING, INC.	OSAIC FS, INC.	Apr 19, 2007	Dec 21, 2005	-484	Firm change after gap	Other
LPL FINANCIAL LLC	STEWARD WEALTH MANAGEMENT	Apr 11, 2007	Apr 2, 2007	-9	Firm change	Other
INDEPENDENT ADVISERS GROUP CORP	ADVANCED PLANNING, INC.	Jan 3, 2006	Jun 20, 2001	-1,658	Firm change after gap	Other
OSAIC FS, INC.	LPL FINANCIAL LLC	Dec 31, 2005	Jan 3, 2006	3	Firm change	Other
OSAIC FS, INC.	INDEPENDENT ADVISERS GROUP CORP	Dec 20, 2005	Jul 6, 2000	-1,993	Firm change after gap	Other

Team moves

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

Team	Left	Joined	From	Kind
143513:147363:TX:2023-10-31	Oct 31, 2023	Aug 11, 2023	COLLEYVILLE, TX	Firm change after gap

Relationships

Registered with (6)

→ MERCER GLOBAL ADVISORS INC.Registered adviserregistration: current employment
Aug 11, 2023 to presentfactForm ADV
→ STEWARD WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Apr 2, 2007 to Oct 31, 2023factForm ADV
→ ADVANCED PLANNING, INC.Registered adviserregistration: previous registration
Aug 6, 2003 to Apr 19, 2007factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Jan 3, 2006 to Apr 11, 2007factForm ADV
→ INDEPENDENT ADVISERS GROUP CORPRegistered adviserregistration: previous registration
Jul 6, 2000 to Jan 3, 2006factForm ADV
→ OSAIC FS, INC.Registered adviserregistration: previous registration
Dec 21, 2005 to Dec 31, 2005factForm ADV

Dated events

Occurred
Oct 31, 2023
Advisor changed firm
Dustin Cane Stiefel left Steward Wealth Management for Mercer Global Advisors Inc. (registered 2023-08-11)
Form ADVobserved 6 days ago