M SQUARED ADVISORY GROUP, LLC
CRD #306328 SEC #801-117702 SHEBOYGAN FALLS, WI (920) 234-2499
SEC Registered
Total AUM
--
Discretionary
--
Employees
3
Clients
--
Accounts
--
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 29, 2022
- Branch Offices
- 4
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| HAMMOND, DONALD, CLARK | I | PRINCIPAL | NA | Control |
| HAMMOND, DONALD, CLARK | I | PRINCIPAL | NA | Control |
| MERSBERGER, JOSHUA, PETER | I | CHIEF COMPLIANCE OFFICER | NA | |
| MERSBERGER, JOSHUA, PETER | I | CHIEF COMPLIANCE OFFICER | NA | |
| MERSBERGER, JOSHUA, PETER | I | CHIEF COMPLIANCE OFFICER | NA | |
| MERSBERGER, JOSHUA, PETER | I | CHIEF COMPLIANCE OFFICER AND CO-CEO / CO-COO | NA | |
| MERSBERGER, JOSHUA, PETER | I | CHIEF COMPLIANCE OFFICER AND CO-CEO / CO-COO | NA | Control |
| MERSBERGER, JOSHUA, PETER | I | CHIEF COMPLIANCE OFFICER AND CO-CEO / CO-COO | NA | Control |
| MERSBERGER, ZACHARY, R | I | CO-CEO / CO-COO | NA | Control |
| MERSBERGER, ZACHARY, R | I | CO-CEO / CO-COO | NA | Control |
| MERSBERGER, ZACHARY, R | I | CO-CEO / CO-COO | NA | Control |
| SMITH-ROOS, ASHLEY, DOLORES | I | CHIEF COMPLIANCE OFFICER | NA | |
| SMITH-ROOS, ASHLEY, DOLORES | I | CHIEF COMPLIANCE OFFICER | NA | |
| HAMMOND, DONALD, CLARK | I | CHIEF COMPLIANCE OFFICER PRINCIPAL | E | Control |
| HAMMOND, DONALD, CLARK | I | CHIEF COMPLIANCE OFFICER PRINCIPAL | E | Control |
| HAMMOND, DONALD, CLARK | I | PRINCIPAL | E | Control |
| HAMMOND, DONALD, CLARK | I | PRINCIPAL | E | Control |
| HAMMOND, DONALD, CLARK | I | CHIEF COMPLIANCE OFFICER PRINCIPAL | E | Control |
| HAMMOND, DONALD, CLARK | I | PRINCIPAL AND MANAGING MEMBER | E | Control |
| HAMMOND, DONALD, CLARK | I | PRINCIPAL | E | Control |
| HAMMOND, DONALD, CLARK | I | PRINCIPAL AND MANAGING MEMBER | E | Control |
| HAMMOND, DONALD, CLARK | I | PRINCIPAL AND MANAGING MEMBER | E | Control |
| MERSBERGER FINANCIAL GROUP | DE | MANAGING MEMBER | E | Control |
| MERSBERGER FINANCIAL GROUP | DE | MANAGING MEMBER | E | Control |
| HAMMOND, DONALD, CLARK | I | PRINCIPAL AND MANAGING MEMBER | C | Control |
| HAMMOND, DONALD, CLARK | I | PRINCIPAL AND MANAGING MEMBER | C | Control |
| HAMMOND, DONALD, CLARK | I | PRINCIPAL AND MANAGING MEMBER | C | Control |
| HAMMOND, DONALD, CLARK | I | PRINCIPAL AND MANAGING MEMBER | C | Control |
| MERSBERGER, JOSHUA, PETER | I | CHIEF COMPLIANCE OFFICER AND CO-CEO / CO-COO | C | |
| MERSBERGER, JOSHUA, PETER | I | CHIEF COMPLIANCE OFFICER AND CO-CEO / CO-COO | C | |
| MERSBERGER, JOSHUA, PETER | I | CHIEF COMPLIANCE OFFICER AND CO-CEO / CO-COO | C | |
| MERSBERGER, JOSHUA, PETER | I | CHIEF COMPLIANCE OFFICER AND CO-CEO / CO-COO | C | |
| MERSBERGER, ZACHARY, R | I | CO-CEO / CO-COO | C | Control |
| MERSBERGER, ZACHARY, R | I | CO-CEO / CO-COO | C | Control |
| MERSBERGER, ZACHARY, R | I | CO-CEO / CO-COO | C | Control |
| MERSBERGER, ZACHARY, R | I | CO-CEO / CO-COO | C | Control |
Registrations
Federal
IA
Apr 29, 2022 REGISTERED
Notice Filings (3)
CA MT WI
Address
517 MONROE STREETSHEBOYGAN FALLS, WI 53085
United States
Phone: (920) 234-2499