Alexander J Paltzer

Current Employers

Employment History

• 07/2025 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY
• 07/2025 → Present
  Merit Financial Advisors
  Alpharetta, GA
• 06/2020 → 01/2022
  Piggly Wiggly Midwest Distribution Center
  Sheboygan, WI
• 04/2021 → 05/2023
  Door Dash
  Sheboygan, WI
• 05/2022 → 09/2022
  Mccoy Contstruction And Builders Llc
  Sheboygan, WI
• 01/2015 → 06/2020
  Student
  Sheboygan, WI
• 09/2021 → 06/2025
  Uw-Madison
  Madison, WI

Other Businesses

1) Merit Financial Advisors. Investment-related. At registered location. RIA. Financial Advisor. Start date: 06/2025. 160 hrs/month; all during trading hours. Service Clients. 2) Fixed Insurance. Investment-related. At registered location. Fixed / Traditional Insurance. Agent. Start date: 06/2025. 1 hrs/month all during trading hours. Sales of fixed / traditional insurance products. 3) Sheboygan Chamber Young Professional Committee. Not investment related. 621 S 8th Street, Sheboygan, WI 53081. Non-Profit. Committee Member. Start date: 01/2026. 0 hrs/month. Help plan young professional meeting. 4) Family Trust; Yes; I was recently hired this summer full time, yet to be fully registered. I am the trustee of my parents "Paltzer Living Trust" *1294 held here at Merit with Don Hammond as the advisor; Trustee; 07/31/2025; 0 hours monthly and during securities trading hours

Exams

• S66 Uniform Combined State Law Examination
  2025-11-03

Other Names

• Alex Paltzer
• Alex J Paltzer