Joshua Mersberger

Current Employers

Employment History

• 05/2009 → 10/2022
  Mersberger Financial Group
  Sheboygan Falls, WI
• 09/2014 → 11/2017
  Voya Financial Advisors
  Sheboygan Falls, WI
• 11/2017 → 10/2022
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 11/2017 → 10/2022
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 02/2020 → 10/2022
  M Squared Advisory Group, Llc
  Sheboygan Falls, WI
• 10/2022 → 08/2024
  Lpl Financial Llc
  Kalispell, MT
• 10/2022 → Present
  Merit Financial Group, Llc
  Alpharetta, GA

Previous Registrations

• 2020-02-10 → 2022-11-09
  Mersberger Advisory Group, Llc
  Sheboygan Falls, WI
• 2017-11-07 → 2022-11-03
  Cambridge Investment Research Advisors, Inc.
  Appleton, WI
  Sheboygan Falls, WI
  Whitefish, MT
  Sheboygan, WI
  Mequon, WI
  Sheboygan Falls, WI
• 2010-01-26 → 2017-11-07
  Voya Financial Advisors, Inc.
  Grafton, MA
  Sheboygan Falls, WI

Other Businesses

1) 10/18/2022 - Mersberger Financial Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 8/19/2022 - 160 Hours Per Month/40 Hours During Securities Trading - Time Spent 100% 2)10/18/2022 - 1160 Acquistion LLC. - Business Entity For Tax/Investment Purposes Only - Inv Rel - Sheboygan, WI 3) 10/27/2022 - Merit Financial Advisors - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Advisor - Start Date - 8/12/2022 - 160 Hours Per Month/4 Hours During Securities Trading - Time Spent 100% 4) 10/27/2022 - Merit Financial Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Advisor - Start Date - 8/12/2022 - 160 Hours Per Month/4 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Merit Financial Group, an independent investment advisor firm. I started this business activity in 8/2022. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5) 1/26/2023 - No Business Name - Investment Related - 517 Monroe St, Sheboygan Falls, WI 53085 - Non-Variable Insurance - Wealth Manager - Start Date - 12/15/2022 - 5 Hours Per Month/5 Hours During Securities Trading 6) 3/1/2023 - No Business Name - Investment Related - 517 Monroe St, Sheboygan Falls, WI 53085 - Non-Variable Insurance - Wealth Manager - Start Date - 12/15/2022 - 5 Hours Per Month/5 Hours During Securities Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-10-08
• S63 Uniform Securities Agent State Law Examination
  2008-08-14

Designations

Other Names

• Joshua Peter Mersberger