Peter Jerome Mersberger
Investment adviser representative at Merit Financial Advisors
32 yearsExperience
2 statesRegistered in
$23.9BFirm assets
19 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
32 years in the industry.
- Pks InvestmentsAug 2024 to now
- Merit Financial AdvisorsOct 2022 to now
- Mersberger Financial Group/equitable ofMay 1994 to now
- LPL Financial LLCOct 2022 to Aug 2024
- Cambridge Investment Research Advisors, Inc.Nov 2017 to Oct 2022
- Cambridge Investment Research, Inc.Nov 2017 to Oct 2022
- Voya Financial AdvisorsSep 2014 to Nov 2017
- Massachusetts Mutual Life Insurance CompMay 1994 to Oct 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 2 states (TX, WI).
Merit Financial Advisors
Legal name: Merit Financial Group, LLC
$23.9BAssets managed
20,711Clients
285Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2372186
- Firm CRD
- 142457