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PK

Peter A. Kitzerow

QUINCY WELLS CAPITAL
CHICAGO, IL 60606
Some features on this profile are disabled
CRD#: 1078020
PK

Professional summary

Peter Alexander Kitzerow is a registered financial professional currently at QUINCY WELLS CAPITAL, LLC located in Chicago, Illinois.

Peter is registered as a RR (Registered Representative) and started their career in finance in 1982. Peter has worked at 14 firms and has passed the Series 63, Series 65, Series 22TO, Series 7, Series 22 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Peter Alexander Kitzerow's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

March 27, 2026 - Present

QUINCY WELLS CAPITAL, LLC

Office #1: 145 South Wells Ste 1301, Chicago, IL 60606
BD
CRD#: 334163
CHICAGO, IL
Past

August 8, 2025 - March 26, 2026

QUINCY WELLS ADVISORS, LLC

RIA
CRD#: 307477
Pineville, NC
Past

December 24, 2024 - March 26, 2026

GREAT POINT CAPITAL LLC

BD
CRD#: 114203
CHICAGO, IL
Past

April 9, 2021 - July 31, 2025

FREEDOM INVESTMENT MANAGEMENT, INC.

RIA
CRD#: 126052
Charlotte, NC
Past

February 23, 2021 - August 8, 2025

MATSON MONEY, INC.

RIA
CRD#: 110425
MASON, OH
Past

August 22, 2015 - February 17, 2016

PROVIDENT WEALTH ADVISORS, LLC

RIA
CRD#: 157392
THE WOODLANDS, TX
Past

July 19, 2011 - August 11, 2025

FREE MARKET FINANCIAL, INC.

RIA
CRD#: 157692
MONROE, NC
Past

May 19, 2009 - July 22, 2011

SOUTHERN TRUST SECURITES ASSET MANAGEMENT, INC.

RIA
CRD#: 146707
CORAL GABLES, FL
Past

March 10, 2009 - July 22, 2011

TRADEPRO SECURITIES, LLC.

BD
CRD#: 103781
LAWRENCEVILLE, GA
Past

July 1, 2004 - August 21, 2007

TRADEPRO SECURITIES, LLC.

RIA
CRD#: 103781
CORAL GABLES, FL
Past

June 28, 2004 - August 21, 2007

TRADEPRO SECURITIES, LLC.

BD
CRD#: 103781
LAWRENCEVILLE, GA
Past

March 10, 2003 - June 17, 2004

LPL FINANCIAL LLC

RIA
CRD#: 6413
BONITA SPRINGS, FL
Past

March 3, 2003 - June 17, 2004

LPL FINANCIAL LLC

BD
CRD#: 6413
FORT MILL, SC
Past

February 27, 2003 - February 28, 2003

PARK AVENUE SECURITIES LLC

RIA
CRD#: 46173
BONITA SPRINGS, FL
Past

May 3, 1999 - February 28, 2003

PARK AVENUE SECURITIES LLC

BD
CRD#: 46173
NEW YORK, NY
Past

September 1, 1989 - May 3, 1999

GUARDIAN INVESTOR SERVICES LLC

BD
CRD#: 6635
NEW YORK, NY
Past

March 19, 1984 - September 9, 1989

LINCOLN FINANCIAL DISTRIBUTORS, INC.

BD
CRD#: 145
RADNOR, PA
Past

December 3, 1982 - April 9, 1984

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

BD
CRD#: 611

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(4/21/2026)
RR
North Carolina
(4/1/2026)
RR
South Carolina
(4/1/2026)
RR
Texas
(3/30/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 12/13/2024
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 7/7/1999
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 22TO
Date: 12/9/2024
Direct Participation Programs Representative Examination
General Industry/Product Exam
RR
Series 7
Date: 7/12/2001
General Securities Representative Examination
General Industry/Product Exam
RR
Series 22
Date: 5/4/1984
Direct Participation Programs Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 12/2/1982
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

QW
QUINCY WELLS CAPITAL, LLC
QUINCY WELLS CAPITAL, LLC

CRD#: 334163 / SEC#: , 8-71322

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
145 South Wells Ste 1301, Chicago, IL 60606
Mailing Address
145 South Wells Ste 1301, Chicago, IL 60606
Phone number
(312) 356-4871
Established
Delaware since 09/13/2024
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (32 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
QUINCY WELLS GROUP, LLCOWNER
NEPPEL, JOHN PAULPRESIDENT5008476
FRAME, JONATHANCHIEF COMPLIANCE OFFICER3057547
REYNOLDS, MATTHEW MARKFINOP4077413

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

QUINCY WELLS CAPITAL, LLC

CRD#: 334163Chicago, IL 60606

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