Peter B. Harre

CAUBLE & HARRE WEALTH MANAGEMENT

ST. LOUIS, MO 63141

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CRD#: 2271783

Professional summary

Peter Beyerstedt Harre is a registered financial advisor currently at CAUBLE & HARRE WEALTH MANAGEMENT, INC. located in St. Louis, Missouri.

Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Peter has worked at 3 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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) - RIA

Click below to view Peter Beyerstedt Harre's CRS (Customer Relationship Summary).

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

May 12, 2007 - Present

CAUBLE & HARRE WEALTH MANAGEMENT, INC.

Office #1: 12977 North 40 Drive Suite 213, St. Louis, MO 63141

RIA

CRD#: 143812

ST. LOUIS, MO

Past

January 28, 1995 - August 11, 1995

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

Past

September 14, 1992 - January 28, 1995

KIDDER, PEABODY & CO. INCORPORATED

CRD#: 7613

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CAUBLE & HARRE WEALTH MANAGEMENT, INC.

CAUBLE & HARRE WEALTH MANAGEMENT, INC. | CHF WEALTH | CAUBLE HARRE FREEMAN WEALTH MANAGEMENT | CAUBLE HARRE & FREEMAN WEALTH MANAGEMENT

CRD#: 143812 / SEC#: 801-70042

RIA

Registered Investment Advisory firm - (3/26/2009 Approved)

Missouri

Registered Investment Advisory firm - (3/31/2009 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Missouri
(5/12/2007)

IAR

Texas
(3/15/2017)

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

State Security Law Exam

IAR

Series 65

Date: 8/11/1993

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/13/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 9/12/1992

General Securities Representative Examination

Current Firm

CAUBLE & HARRE WEALTH MANAGEMENT, INC.

CAUBLE & HARRE WEALTH MANAGEMENT, INC. | CHF WEALTH | CAUBLE HARRE FREEMAN WEALTH MANAGEMENT | CAUBLE HARRE & FREEMAN WEALTH MANAGEMENT

CRD#: 143812 / SEC#: 801-70042

RIA

Registered Investment Advisory firm - (3/26/2009 Approved)

Missouri

Registered Investment Advisory firm - (3/31/2009 Terminated)

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Contact information

Main Address

12977 North 40 Drive Suite 213, St. Louis, MO 63141

Mailing Address

Phone number

(314) 576-1112

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CHWM ADV PART 2A AMENDMENT V.08.19.25 (8/19/2025)

Regulatory assets under management

Total Number of Accounts	416
AUM (Assets Under Management)	$ 255,112,294

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.

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Peter B. Harre

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter Beyerstedt Harre's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAUBLE & HARRE WEALTH MANAGEMENT, INC.

UBS FINANCIAL SERVICES INC.

KIDDER, PEABODY & CO. INCORPORATED

Primary Firm SEC Registration

CAUBLE & HARRE WEALTH MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 8/11/1993

Series 63

Date: 10/13/1992

Series 7

Date: 9/12/1992

Current Firm

CAUBLE & HARRE WEALTH MANAGEMENT, INC.

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CAUBLE & HARRE WEALTH MANAGEMENT, INC.

TRUST BUT VERIFY

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