Michelle MersbergerCRD Number: 6279304
Current Firm: Cambridge Investment Research Advisors, Inc.
Michelle Mersberger (CRD# 6279304) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Sheboygan Falls, WI and has over 3 years of experience in the finance industry.
Sii Investments, Inc.
Eagle Strategies LLC
Cambridge Investment Research Advisors, Inc.
|Cambridge Investment Research, Inc.||Fairfield, IA||Feb 2018 - Current||< 1|
|Mersberger Financial Group||Sheboygan Falls, WI||May 2014 - Current||3|
|Voya Financial Advisors||Sheboygan Falls, WI||Sep 2014 - Aug 2017||2|
|Ing Financial Partners, Inc.||Sheboygan Falls, WI||Dec 2013 - Sep 2014||< 1|
|Mersberger Financial Group||Sheboygan Falls, WI||Jan 2014 - May 2014||< 1|
|Full Time Student||Waunakee, WI||Sep 1997 - May 2014||16|
|Cuna Mutual Group||Madison, WI||Jun 2013 - Sep 2013||< 1|
|Spectrum Brands||Madison, WI||May 2012 - Sep 2012||< 1|
|Spectrum Brands||Madison, WI||May 2011 - Sep 2011||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2014|
Total Assets Under Management28,722MILLIONS
Total Number of Accounts168,526ACCOUNTS
Average Account Value$170,429
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Market timing services
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY