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Current Employers
Merit Financial Advisors

2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-08-22
WI RA APPROVED 2022-08-22
  • TX RA
    APPROVED
    Since 2022-08-22
  • WI RA
    APPROVED
    Since 2022-08-22

Branch Locations

2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States

1160 Fond Du Lac Avenue, Sheboygan Falls, WI 53085 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mersberger Financial Group Sheboygan Falls WI 06/2009 08/2022
Voya Financial Advisors Sheboygan Falls WI 09/2014 11/2017
Cambridge Investment Research, Inc. Fairfield IA 11/2017 08/2022
Cambridge Investment Research Advisors, Inc. Fairfield IA 11/2017 08/2022
M Squared Advisory, Llc Sheboygan WI 02/2020 08/2022
Lpl Financial Llc Sheboygan Falls WI 08/2022 08/2024
Merit Financial Group, Llc Alpharetta GA 08/2022 Present
  • 06/2009 → 08/2022
    Mersberger Financial Group
    Sheboygan Falls, WI
  • 09/2014 → 11/2017
    Voya Financial Advisors
    Sheboygan Falls, WI
  • 11/2017 → 08/2022
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 11/2017 → 08/2022
    Fairfield, IA
  • 02/2020 → 08/2022
    M Squared Advisory, Llc
    Sheboygan, WI
  • 08/2022 → 08/2024
    Lpl Financial Llc
    Sheboygan Falls, WI
  • 08/2022 → Present
    Merit Financial Group, Llc
    Alpharetta, GA
Previous Registrations
Other Businesses

1) 8/2022- Merit Financial Advisors - inv. related- Sheboygan Falls, WI 2) 8/2022- Zachary Mersberger - Rental Property- onwer- inv. related- 7360 Porcupine Rd Unit #1, Big White, BC V1P 1P3- start date 11/01/2021- 10hrs/mth 3) 8/2022- Good Medicine Developers LLC- Business Entity For Tax/Investment Purposes Only- non-inv. related- 3656 East Lakeshore Drive, Whitefish, MT 59937- start date 4/1/22 6hrs/mth 4) 8/2022- 1160 Acquisition LLC- Business Entity For Tax/Investment Purposes Only -partial ownership - inv. related- 1160 Fon Du Lac Avenue, Sheboygan Falls, WI 53085- start date 7/1/2022- 10hrs/mth 5) 1/26/2023 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Wealth Manager - Start Date - 12/15/2022 - 5 Hours Per Month/5 Hours During Securities Trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-08-12
  • S66 Uniform Combined State Law Examination
    2010-08-12
Designations
Other Names
  • Zachary R Mersberger

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