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Zachary R Mersberger

MERSBERGER ADVISORY GROUP, LLC·SHEBOYGAN FALLS, Wisconsin
SIE, Series 7, Series 66CFAClean record14 years registeredMERSBERGER ADVISORY GROUP, LLC
517 MONROE STREET, SHEBOYGAN FALLS, WI 53085CRD# 5697498Firm CRD# 306328

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Zachary R Mersberger · SHEBOYGAN FALLS, WI
Registration
CRD #5697498 · MERSBERGER ADVISORY GROUP, LLC · 14 years registered
Brand Profile
Not yet started
01

Career History

MERIT FINANCIAL ADVISORS
Aug 2022 – present
MERSBERGER ADVISORY GROUP, LLC
Feb 2020 – Nov 2022
SHEBOYGAN FALLS, WI
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Nov 2017 – Aug 2022
Sheboygan Falls, WI
VOYA FINANCIAL ADVISORS, INC.
Jan 2012 – Nov 2017
SHEBOYGAN FALLS, WI
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · January 31, 2012
Years registered · 14
Professional designation · CFA
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

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05

Frequently Asked Questions

What services does Zachary R Mersberger offer?
Zachary R Mersberger specializes in Fee-Only Advisory. Contact their office in SHEBOYGAN FALLS, Wisconsin for a consultation.
What are Zachary R Mersberger's credentials?
Zachary R Mersberger holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Zachary R Mersberger located?
Zachary R 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 Zachary R Mersberger charge for services?
Zachary R 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.
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Other Advisors at MERSBERGER ADVISORY GROUP, LLC

Donald Clark Hammond
SHEBOYGAN FALLS, WI
Joshua Peter Mersberger
SHEBOYGAN FALLS, WI
CFP

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Nearby cities in Wisconsin
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