Mersberger Financial Group, Inc.

12/14/2023

Our team members Andrea Zoeller and Sydney Thompson visited UW Oshkosh to provide a presentation on Women in the Wealth Management industry. We truly enjoy bringing education to our local communities to help future financial professionals thrive!

💡 Merit Financial Advisors' Wealth Advisor Andrea Zoeller and Service Advisor Sydney Thompson visited the University of Wisconsin, Oshkosh Finance Club to speak about the current state of women in wealth management, provided valuable insights on common barriers to success when starting in the industry, and why students should choose a career in the financial planning and wealth management field.

11/14/2023

We are pleased to announce Client Service Manager Kendall Kane recently obtained the Series 7 registrations!

The Series 7 exam is administered by FINRA and provides an individual with the qualifications necessary to process trades with all types of general securities (excluding commodities and futures).

Read more here: https://bit.ly/45Xj2w2

11/07/2023

We are pleased to announce Investment Operations Associate Luke Wendorf has recently obtained the Series 7 and 66 registrations!

Learn more here: https://bit.ly/3Msga3b

11/01/2023

We are pleased to announce Service Advisor Matt Krier has obtained the Certified 401(k) Professional C(k)P Designation!

The C(k)P® Designation is administered by The Retirement Advisor University. The C(k)P® Designation provides financial professionals the knowledge and experience to favorably affect the outcome of corporate retirement plans and their plan participants. The training course includes topics such as plan design, financial wellness, retirement committee responsibilities, fiduciary duties and core practices, regulations, litigations, governance and more.

Learn more here: https://bit.ly/3QoF4lk

10/30/2023

View October's Market Update from our Investment Team! 📊

🚨 Market Update Alert! Get insights on recent market trends in this written commentary:
👉🏼 Key points: https://ow.ly/o8Yu50Q0Iqs
• CPI continues to moderate while the labor market remains strong.
• Higher borrowing rates could create a drag on consumer spending and corporate earnings growth.
• Prudent decision making and risk management to remain in focus.

10/27/2023

Our Wealth Manager, Will Morrison recently obtained his Certified Divorce Financial Analyst (CDFA) designation!

The Certified Divorce Financial Analyst (CDFA®) designation prepares a professional as an expert on the financial aspects of divorce. For many clients, divorce can be the largest financial transaction of their lives. The role of a CDFA® professional is to address the special financial issues of divorce with data to help achieve equitable settlements. The designation has candidates study financial aspects of divorce, including tax strategies, fundamentals of child/spousal support, marital vs. separate property, divorce laws and procedures, pensions and retirement plans, and more.

Learn more here: https://bit.ly/3s664hE

10/26/2023

We are excited to announce continued growth in our team to serve our clients. We would like to welcome Luke Wendorf as an Investment Operations Associate to our team! Learn more about Luke: https://bit.ly/40a4Ga6

10/23/2023

Thank you to everyone who made it a special day by attending our Grand Open House last week. We truly enjoyed showcasing the new space and socializing with guests! 🎗✂️

Sheboygan County Chamber of Commerce
Sheboygan Falls Chamber-Main Street

10/17/2023

Our Grand Open House is today! We hope to see you there!🏢🎉

Please contact us at (920) 467-4909 if you plan on attending.

🎉 We've got news! We've unveiled a brand new office in Wisconsin. We're cutting the ribbon at our open house event in Sheboygan Falls today! Check out our new address 👉 https://ow.ly/s6Fl50PXJxu Merit Financial Advisors

10/16/2023

Check out our updated location map on our website! 📍

10/11/2023

Our team members Andrea Zoeller, Mike Ajango and AJ Mahnke attended a Nitrogen conference to continue their learning on expanding our technology platforms!

💡Merit Financial Advisors Sheboygan Falls, WI team members attended Fearless Investing Summit 2023 hosted by Nitrogen Wealth in Miami last week.
We're thrilled our crew joined 1,000+ wealth management professionals and took home some valuable insights.
Andrea Zoeller, Mike Ajango, AJ Mahnke

10/10/2023

🙌🏼 Our Merit Financial Advisors Sheboygan Falls team had the opportunity to volunteer at the Feed My Starving Children event last night! The team hand-packed nutritious MannaPack® meals specifically designed to assist in reversing and preventing undernutrition. It's incredible to see the impact we can make together!