Peter J. Mersberger, LUTCF
Peter has been a part of the MyFinancialPlanner360 planning team from its inception and along with his wife Marilyn, founded Mersberger Financial Group, Inc. in 1994.
Peter focuses on working with clients of myFP360 as part of their trusted advisor team, organizing their financial lives and designing customized financial plans designed to help them attain personal and financial goals. Peter has experience in planning for clients in the areas of wealth management, asset protection, estate and retirement planning, as well as devising money management and income strategies.
Peter has his Series 6, 7, 63, and 65 registrations. He also has his Life, Health, and Disability insurance license, as well as his Life Underwriters Training Council Fellow (LUTCF) designation.
Peter is a member of the Sheboygan County Estate Planning Council, and Marshview Conservation Club. He is also the past president of the Blessed Trinity Parish Endowment Fund. He is an active supporter of numerous local charitable organizations.
Peter resides in rural Sheboygan Falls with his wife Marilyn. Their two sons, Joshua and Zachary, are also financial advisors at Mersberger Financial Group, Inc. and myFP360.