Peter J. Mersberger, LUTCF
CEO / President / Financial Advisor
Peter, along with his wife Marilyn, founded Mersberger Financial Group, Inc. in 1994. Previously employed with another financial firm for nine years, the dream of owning and operating their own practice is what led to the origin of Mersberger Financial Group. Their sons, Joshua and Zachary, joined their family practice, Joshua in 2009 and Zachary in 2011.
Peter has experience in planning for clients in the areas of wealth management, asset protection, estate and retirement planning, as well as devising money management and income strategies. Peter focuses on working with high net worth clients as their trusted advisor, organizing their financial lives and designing customized financial plans designed to help them attain personal and financial goals.
Peter and his sons conduct educational events throughout the year promoting progressive planning. He has his Series 6, 7, 63, and 65 registrations. He also has his license for life, health, and disability insurance, as well as his Life Underwriters Training Council Fellow (LUTCF) designation.
Peter is a member of the Sheboygan County Estate Planning Council, and Marshview Conservation Club. He is also the past president of the Blessed Trinity Parish Endowment Fund. He is an active supporter of numerous local charitable organizations.
Peter resides in rural Sheboygan Falls with Marilyn. Their sons, Joshua and Zachary, are also financial advisors at Mersberger Financial Group, Inc.