PM
PM
Peter Mersberger
32 Years of Experience
Sheboygan Falls, WI
5 DisclosuresBrokerSells Insurance
Peter Mersberger is a registered investment advisor, based in Sheboygan Falls, WI, with 32 years of industry experience.
Location
517 Monroe Street, Sheboygan Falls, WI, 53085
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Regulatory History (5)
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Customer Dispute
August 2025Settled
Customer Dispute
January 2021Settled
Customer Dispute
March 2020Settled
Customer Dispute
May 2011Denied
Customer Dispute
October 2001Settled
Other Business ActivitiesSells Insurance
Peter is an investment advisor representative (IAR) with Merit Financial Group and Mersberger Financial Group, dedicating full-time hours to serving clients. He also provides fixed insurance advice, spending a few hours per week on this activity, and owns multiple rental properties and a vacation cabin.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
August 2024 - Present · 1 yr 9 mos
Merit Financial Advisors
October 2022 - Present · 3 yrs 7 mos
Previous Registrations
LPL Financial LLCBroker
October 2022 - August 2024 · 1 yr 10 mos
Cambridge Investment Research, INC.Broker
November 2017 - October 2022 · 4 yrs 11 mos
Cambridge Investment Research Advisors, INC.
November 2017 - October 2022 · 4 yrs 11 mos
Voya Financial Advisors, INC.
January 2004 - November 2017 · 13 yrs 10 mos
Voya Financial Advisors, INC.Broker
January 2004 - November 2017 · 13 yrs 10 mos
Locust Street Securities, INC.Broker
August 1995 - January 2004 · 8 yrs 5 mos
Locust Street Securities, INC.Broker
July 1995 - August 1995 · 1 mo
MML Investors Services, INC.Broker
July 1994 - July 1995 · 1 yr
Fbl Marketing Services, INC.Broker
October 1993 - May 1994 · 7 mos
State Registrations20 states
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AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.