Mersberger Financial Group was founded in 1994 and is an experienced association of professionals whose primary responsibility and goal is to help organize our clients’ financial lives, serving as their trusted advisor and helping them to achieve personal and financial success. Mersberger Financial Group exists for one purpose: To provide professional, personal service and recommendations that are aligned with our clients’ most deeply held values and goals. Not only will you find our team members knowledgeable, but you will also discover that our staff is passionate about helping you make your dreams a reality. Mersberger Financial Group’s niche is serving clients with a net worth that exceeds one million dollars. Mersberger Financial Group caters their planning to both individuals as well as businesses/business owners. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Mersberger Financial Group, Inc. are not affiliated. Content provided via links to third party sites should not be considered an endorsement of content, which we cannot verify completeness or accuracy of.
View Top Employees from Mersberger Financial Group, Inc.Website | http://www.mersbergerfinancialgroup.com |
Revenue | $2 million |
Employees | 7 (7 on RocketReach) |
Founded | 1994 |
Address | 517 Monroe St, Sheboygan Falls, Wisconsin 53085-1433, US |
Phone | (920) 467-4909 |
Fax | (920) 467-4941 |
Technologies |
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Industry | Investment Management, Finance General, Finance |
Competitors | Churchill Wealth Management, Cowan Financial Group Inc, Plummer Financial Services, RCM Capital Management, Wood Financial Group, LLC |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 52393 Companies, NAICS Code 52 Companies, NAICS Code 523 Companies, NAICS Code 5239 Companies |
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The Mersberger Financial Group, Inc. annual revenue was $2 million in 2024.
Joshua Preiss is the Director of Trading of Mersberger Financial Group, Inc..
7 people are employed at Mersberger Financial Group, Inc..
Mersberger Financial Group, Inc. is based in Sheboygan Falls, Wisconsin.
The NAICS codes for Mersberger Financial Group, Inc. are [52393, 52, 523, 5239].
The SIC codes for Mersberger Financial Group, Inc. are [628, 62].