Broker Check
Peter J. Mersberger, LUTCF

Peter J. Mersberger, LUTCF

Executive Vice President / Financial Advisor

Joined:

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.

Education:

Bachelors of Science in Education from the University of Wisconsin Oshkosh

Industry Credentials:

Life Underwriters Training Council Fellow (LUTCF) Designation
Series 6, 7, 63, and 65
Life, Health, and Disability Insurance License

Specialty:

Financial Planning: Peter focuses on planning for high net worth 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 clients as their trusted advisor, organizing their financial lives and designing customized financial plans designed to help them attain personal and financial goals.

Educational Presentations: Peter conducts educational events throughout the year promoting progressive financial planning.

Strategic Firm Direction: As a member of the firm’s executive committee, Peter plays an integral role in setting the firm’s strategic direction and overseeing the firm’s daily operations.

Community Involvement:

  • Sheboygan County Estate Planning Council, Member
  • Marshview Conservation Club, Member
  • Various Charitable Organizations Planned Giving Events

He is also an active supporter of numerous local charitable organizations.

Get to Know Me:

Peter resides in rural Sheboygan Falls with Marilyn.