Mersberger earns accredited investment fiduciary designation

Zachary Mersberger of Mersberger Financial Group has been awarded the Accredited Investment Fiduciary (AIF) designation from the Center for Fiduciary Studies (the Center), the standardssetting body for fi360.

The AIF designation signifies specialized knowledge of fiduciary responsibility. The designation is the culmination of a rigorous training program, which includes a comprehensive, closed-book final examination under the supervision of a proctor, and agreement to abide by the Code of Ethics and Conduct Standards.

On an ongoing basis, completion of continuing education and adherence to the Code of Ethics and Conduct Standards are required to maintain the AIF designation.

Mersberger, a resident of Sheboygan, Wis., is a financial advisor for Mersberger Financial Group in Sheboygan Falls. Mersberger focuses on working with high net worth clients as their trusted advisor, designing customized financial plans intended to help clients attain personal and financial goals.

Zach’s duties at Mersberger Financial Group include helping clients work towards planning their financial future, organizing client’s financial lives, conducting portfolio research and assisting clients in all areas of their planning.

Zach has experience in planning for clients in the areas of wealth management, asset protection, estate and retirement planning, as well as retirement income strategies. Zach, along with his brother Josh, implements and maintains the firm’s investment strategies. Zach and Josh jointly manage Mersberger Financial Groups proprietary firm advisory models and together, they have final decision making for all investment choices. Zach is a co-chairperson and active member of MFG’s Investment Committee. fi360, based near Pittsburgh, Pa., is the first full-time training and research facility for fiduciaries, and conducts training programs throughout the United States and abroad. The Center for Fiduciary

Studies confers the AIF designation as well as the Accredited Investment Fiduciary Analyst (AIFA) and Professional Plan Consultant (PPC) designations.

Mersberger Financial Group, Inc. focuses on customized financial, estate, and tax strategies and has been servicing clients since 1994.

Peter Mersberger and his sons Joshua and Zachary, provide personalized and customized planning to their clientele. Mersberger Financial Group, Inc. is owned and operated by Peter and Marilyn Mersberger and offers securities and investment advisory services through Voya Financial Advisors, Inc., member SIPC. fi360 helps its clients gather, grow, and protect assets through better investment and decisionmaking. Since 1999, fi360 has been providing innovative solutions to financial services providers, including the AIF and AIFA training programs, the fi360 Toolkit software, and fi360 Fiduciary Score. Our vision is to be the leading provider of services that raise the level of professionalism in investment management.

With extensive education, certification, software, and practice management offerings, fi360 is a one-stop shop equipped to provide individuals and organizations with the training, tools, and resources necessary to become more successful.

Mersberger Financial Group, Inc. is not a subsidiary of nor controlled by Voya Financial Advisors.

Mersberger Financial Group, Inc. is not a broker/dealer nor a registered investment advisor.

Fi360 is not affiliated with Voya Financial Advisors, Inc. nor Mersberger Financial Group.


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