AdvisorOS Directory
Claim Profile
Unclaimed Profile
JM

Joshua Peter Mersberger

MERSBERGER ADVISORY GROUP, LLC·SHEBOYGAN FALLS, Wisconsin
SIE, Series 7, Series 24, Series 63, Series 65CFPClean record16 years registeredMERSBERGER ADVISORY GROUP, LLC
517 MONROE STREET, SHEBOYGAN FALLS, WI 53085CRD# 5570731Firm CRD# 306328

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Joshua Peter Mersberger · SHEBOYGAN FALLS, WI
Registration
CRD #5570731 · MERSBERGER ADVISORY GROUP, LLC · 16 years registered
Brand Profile
Not yet started
01

Career History

MERIT FINANCIAL ADVISORS
Oct 2022 – present
MERSBERGER ADVISORY GROUP, LLC
Feb 2020 – Nov 2022
SHEBOYGAN FALLS, WI
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Nov 2017 – Nov 2022
Sheboygan Falls, WI
VOYA FINANCIAL ADVISORS, INC.
Jan 2010 – Nov 2017
SHEBOYGAN FALLS, WI
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
Series 65
Registration record
First registered · January 26, 2010
Years registered · 16
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MERSBERGER ADVISORY GROUP, LLC
CRD 306328 · SEC 801-117702
Employees
3
Total firm employees
Services offered by MERSBERGER ADVISORY GROUP, LLC
Per Form ADV
Publication of periodicals/newsletters
View all advisors at MERSBERGER ADVISORY GROUP, LLC →
Introduction

Speak with Joshua

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Joshua is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in SHEBOYGAN FALLS?

Browse all registered financial advisors in SHEBOYGAN FALLS, Wisconsin or claim this profile if it's yours.

Browse SHEBOYGAN FALLS AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Joshua Peter Mersberger offer?
Joshua Peter Mersberger specializes in Fee-Only Advisory. Contact their office in SHEBOYGAN FALLS, Wisconsin for a consultation.
What are Joshua Peter Mersberger's credentials?
Joshua Peter Mersberger holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Joshua Peter Mersberger located?
Joshua Peter Mersberger is based in SHEBOYGAN FALLS, Wisconsin, working with MERSBERGER ADVISORY GROUP, LLC. Their office serves clients in the SHEBOYGAN FALLS metropolitan area and surrounding communities.
How does Joshua Peter Mersberger charge for services?
Joshua Peter Mersberger's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MERSBERGER ADVISORY GROUP, LLC?
MERSBERGER ADVISORY GROUP, LLC has approximately 3 employees. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at MERSBERGER ADVISORY GROUP, LLC

Donald Clark Hammond
SHEBOYGAN FALLS, WI
Zachary R Mersberger
SHEBOYGAN FALLS, WI
CFA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Wisconsin
MILWAUKEE (252)MADISON (129)GREEN BAY (65)WAUKESHA (56)APPLETON (53)BROOKFIELD (51)MEQUON (32)MIDDLETON (25)NEENAH (23)WAUSAU (21)
City Guides
MILWAUKEE GuideMADISON GuideGREEN BAY GuideWAUKESHA GuideAPPLETON Guide
Research
Advisor Fees in WisconsinNational Fee Analysis
Request removal of this profile