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2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2022-11-15 |
| TX | RA | APPROVED_RES | 2022-10-24 |
Branch Locations
517 Monroe Street, Sheboygan Falls, WI 53085 • United States
2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mersberger Financial Group/Equitable Of | Sheboygan Falls | WI | 05/1994 | Present |
| Massachusetts Mutual Life Insurance Comp | Springfield | MA | 05/1994 | 10/2022 |
| Voya Financial Advisors | Sheboygan Falls | WI | 09/2014 | 11/2017 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 11/2017 | 10/2022 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 11/2017 | 10/2022 |
| Lpl Financial Llc | Sheboygan Falls | WI | 10/2022 | 08/2024 |
| Merit Financial Advisors | Alpharetta | GA | 10/2022 | Present |
| Pks Investments | Albany | NY | 08/2024 | Present |
1. Merit Financial Advisors. Investment Related. RIA. IAR. At Registered Location. 9/2022. 160 hrs/month all during trading hrs. Service clients. 2. Fixed Insurance. Investment Related. At Registered Location. Independent Insurance agencies. Agent. 7/2024. 10 hrs/month all during trading hrs. Provide insurance advice based on the needs of clients. 3. Seven Mile Lake Association. Not Investment Related. 9000 Basalm Lane Three Lakes WI 54562. Vice President. Non-Profit. 5/2023. 4 hrs/year none during trading hrs. Board meetings. 4. 09/22/2022 - Numerous Land Holdings - Non-Inv Rel - Managed out of Residence.Rental Property. Owner. 0 hrs/month. Owner of rental property. 5. Highland Hills, LLC - Business Owner - Cascare, WI - Non-Inv Rel - Start: 05/1996 - Rental Property - 1 hr/month during trading hrs 6.1160 Acquisitions - Business Entity For Tax/Investment Purposes Only - Non-Inv Rel - Sheboygan Falls, WI - Start: 03/2013 Owner - 1 hr/month during trading. 7. UP Retreat. Not Investment Related. Vulcan, WI. Vacation Cabin. Owner. 9/2016. Owner of cabin. 8. PKS. Investment Related. At the registered location. RR of BD. Commission compensation.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-03-13 |
| S63 | Uniform Securities Agent State Law Examination | 1993-09-29 |
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