Peter Wesson Cline
CFP®Professional Summary
Peter Wesson Cline, CFP® is a registered financial advisor currently at AUXANO ADVISORS located in Bellevue, Washington. Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Peter has worked at 3 firms and has passed the Series 65, Series 63, Series 7, Series 51 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Employee and Employer Plan Benefits
- Retirement Planning
- Comprehensive Financial Planning
- Estate Planning
- Investment Planning
- Insurance Planning
- Tax Planning
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
xxxxx@xxxx.xxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Credentials
Years of Experience
39 years in the financial services industry
Current & Past Employments
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Current Firm
AUXANO ADVISORS | AUXANO ADVISORS, LLC
Contact Information
Main Address
10900 Ne 4th Street Suite 1950, Bellevue, WA 98004Phone Number
(425) 889-1261# of Employees
15SEC notice filing (18 States and Territories)
Registered to provide investment advisory services in 18 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
2,286AUM (Assets Under Management)
$1,777,095,540Similar Advisors
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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.
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Primary Firm SEC Registration
AUXANO ADVISORS | AUXANO ADVISORS, LLC
State Registrations and Notice Filings
(10/11/2019)
(1/3/2008)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Peter Wesson Cline's CRS (Customer Relationship Summary).
Services Offered by Peter
- Employee and Employer Plan Benefits
- Retirement Planning
- Comprehensive Financial Planning
- Estate Planning
- Investment Planning
- Insurance Planning
- Tax Planning
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