Zach Mersberger

Zach Mersberger

CEO, COO, Financial Advisor

Followers of Zach Mersberger408 followers
location of Zach MersbergerSheboygan Falls, Wisconsin, United States

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  • Timeline

  • About me

    Regional Director, Branch Manager, Partner at Merit Financial Advisors

  • Education

    • University of Wisconsin Oshkosh

      2007 - 2011
      Finance Minor in Entrepreneurship
  • Experience

    • Mersberger Financial Group, Inc.

      Jun 2011 - Aug 2022
      CEO, COO, Financial Advisor
    • Merit Financial Advisors

      Aug 2022 - now
      Regional Director, Branch Manager, Partner

      Investment advice offered through Merit Financial Group, LLC, an SEC registered investment adviser.Merit exists to enrich the lives of those we serve. Our mission is to revolutionize the client experience by building the RIA of the future. As your trusted financial partner, we support you through life’s challenges, transitions, and victories. Merit is an award-winning wealth management firm providing comprehensive financial planning, investment, and wealth management services. Our relationship-based culture is built on integrity, respect, and core values. Headquartered in Atlanta, GA, with offices nationwide, we are dedicated to serving you and your loved ones. Recognized by Forbes and Barron’s, we relentlessly align your long-term goals with innovative financial strategies to build your tomorrow, together.Merit’s Awards and Accolades:- 2024 InvestmentNews RIA Firm of the Year- 2024, 2023, 2022, 2021, 2020, 2019 & 2018 Best Places to Work for Financial Advisors byInvestmentNews- 2023 Barron’s Top 100 RIA Firms- 2023 Baron’s Top 100 Private Wealth Management Teams- 2023 Forbes Top RIA Firms- 2023 RIA Intel RIA of the Year $1Billion+- 2021 Barron's Top Private Wealth Management Teams- 2020 Forbes Top 250 Wealth Advisors- 2020 - 2024 Inc. 5000 Fast Growing Private Companies in America Show less

  • Licenses & Certifications

    • Chartered Retirement Planning Counselor

      College for Financial Planning
    • Chartered Financial Analyst (CFA)

      CFA Institute
    • Accredited Investment Fiduciary (AIF)

      Center for Fiduciary Services, Inc.