Mersberger Financial Group

Finance · Wisconsin, United States · 11-50 Employees

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Overview

Headquarters

517 Monroe St, Sheboygan Falls, Wisconsi...

Phone Number

(920) 467-4909

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About Mersberger Financial Group

Mersberger Financial Group, Inc. is a financial services firm committed to helping clients organize all areas of their financial lives. Our service begins by discovering each client's unique situation as well as identifying their values, goals, and both short and long term objectives. Each client then receives a holistic approach that focuses on aligning their most deeply held values and goals with all aspects of their specific financial plan. We believe that in order for each client to potentially attain financial and personal success, a customized financial plan should be developed. This plan addresses the five essential areas of planning; money management, financial planning, estate planning, tax efficient strategies, and asset protection. Mersberger Financial Group then offers professional recommendations designed precisely to help each client work toward attaining their ideal life. Mersberger Financial Group's services are catered to individuals as well as businesses/business owneRead more
Popular SearchesMersberger Financial Group IncFirst Financial Group IncM Squared Investments LLCMersberger FinancialMersberger Financial GroupSIC Code 62,628NAICS Code 52,523Show more

Mersberger Financial Group Org Chart

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DH
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Executive Vice President & Certified Financia...

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Mersberger Financial Grou...

<$5M
11-50
Private
<$5M
1994
DH
Donald HammondExecutive Vice President & Certified Financial Planner (Tm)
$18.6M
51-200
Private
-
1990
Michael Smithson, Senior Vice President at Cowan Financial Group
Michael SmithsonSenior Vice President
<$5M
11-50
Private
-
1993
CD
Crystal DeHavenDirector, Client Experience
<$5M
1-10
Private
-
1999
LP
L.V. PlummerPresident, Lead Certified Financial & Planner & Practitioner
<$5M
11-50
Private
-
1950
<$5M
1-10
Private
-
2006
N/A
<$5M
1-10
Private
-
2007
MD
Madison DicharryDirector, Operations & Client Relations
Illustration of an envelope

Company Profile Activity

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Activity Insights

Mersberger Financial Group is experiencing very low activity levels compared to other companies in the Finance sector.

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Mersberger Financial Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Mersberger Financial Group.

Mersberger Financial Group financials insights

Gather financial insights about Mersberger Financial Group, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$150K

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Mersberger Financial Group Tech Stack

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Mersberger Financial Group News & Media

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Frequently Asked Questions Regarding Mersberger Financial Group

What is Mersberger Financial Group's official website?
Mersberger Financial Group's official website is www.mersbergerfinancialgroup.com
What is Mersberger Financial Group's Revenue?
Mersberger Financial Group's revenue is <$5 Million
What is Mersberger Financial Group's SIC code?
Mersberger Financial Group's SIC: 62,628
What is Mersberger Financial Group's NAICS code?
Mersberger Financial Group's NAICS: 52,523
How many employees does Mersberger Financial Group have?
Mersberger Financial Group has 11-50 employees
What industry does Mersberger Financial Group belong to?
Mersberger Financial Group is in the industry of: Finance, Securities Trading
What is Mersberger Financial Group competition?
Mersberger Financial Group top competitors include: Oak Partners, Cowan Financial Group, Churchill Wealth Management, Bay Financial Associates
What technology does Mersberger Financial Group use?
Some of the popular technologies that Mersberger Financial Group uses are: GoDaddy DNS, Amazon Web Hosting
How do I contact Mersberger Financial Group?
Mersberger Financial Group contact info: Phone number: (920) 467-4909 Website: www.mersbergerfinancialgroup.com
What does Mersberger Financial Group do?

Mersberger Financial Group, Inc. is a financial services firm committed to helping clients organize all areas of their financial lives. Our service begins by discovering each client's unique situation as well as identifying their values, goals, and both short and long term objectives. Each client then receives a holistic approach that focuses on al... igning their most deeply held values and goals with all aspects of their specific financial plan. We believe that in order for each client to potentially attain financial and personal success, a customized financial plan should be developed. This plan addresses the five essential areas of planning; money management, financial planning, estate planning, tax efficient strategies, and asset protection. Mersberger Financial Group then offers professional recommendations designed precisely to help each client work toward attaining their ideal life. Mersberger Financial Group's services are catered to individuals as well as businesses/business owners. The associates of Mersberger Financial Group focus on working with high net worth clients, serving in the role of their trusted advisor. Mersberger Financial Group acts as the "quarterback" of clients' financial lives and works in unison with the clients' other professionals, including attorneys, tax specialists (CPAs), and consultants. Mersberger Financial Group also utilizes subject matter experts in each of the essential areas of planning. This is done to help each client reach the greatest probability of organizing their financial lives and living their ideal life. The result of this approach is a customized plan that caters to each client's specific needs and helps them to work towards achieving their financial and personal goals. Mersberger Financial Group was founded in 1994 and today consists of 14 professionals dedicated to helping clients achieve financial success. Mersberger Financial Group is owned and operated by Peter and Marilyn Mersberger, the founders of the firm. Their sons, Joshua and Zachary, are also ...Read More

Is Mersberger Financial Group a public company?
Mersberger Financial Group is private company therefore does not currently have an official ticker symbol
See more information about Mersberger Financial Group

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