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Peter Joseph Syslack

ALLSPRING FUNDS MANAGEMENT
Milwaukee, WI
·CRD# 2504412·32 years experience

Professional Summary

Peter Joseph Syslack is a registered financial advisor currently at ALLSPRING FUNDS MANAGEMENT, LLC located in Milwaukee, Wisconsin and ALLSPRING FUNDS DISTRIBUTOR, LLC located in Milwaukee, Wisconsin. Peter is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Peter has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 24 and Series 53 exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

Email

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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Years of Experience

32 years in the financial services industry

Current & Past Employments

ALLSPRING FUNDS MANAGEMENT, LLC·CRD# 110841
RIA
1. 417 E. Chicago Street, Milwaukee, WI 532022. Sussex, WI
December 27, 2016 - Present
ALLSPRING FUNDS DISTRIBUTOR, LLC·CRD# 133366
BD
417 E Chicago Street, Milwaukee, WI 53202
April 11, 2005 - Present
ALLSPRING FUNDS MANAGEMENT, LLC·CRD# 110841
RIA
Menomonee Falls, WI
April 27, 2005 - December 31, 2014
STRONG INVESTMENTS, INC.·CRD# 15658
BD
Menomonee Falls, WI
June 22, 1994 - April 11, 2005

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Current Firm

AF
ALLSPRING FUNDS MANAGEMENT, LLC

ALLSPRING FUNDS MANAGEMENT, LLC | WELLS FARGO FUNDS MANAGEMENT, LLC

CRD#: 110841 / SEC#: 801-58237
RIA
Registered Investment Advisory firm - SEC (12/22/2000 Approved)

Contact Information

Main Address

1415 Vantage Park Drive 3rd Floor, Charlotte, NC 28203

Phone Number

(833) 289-5038

# of Employees

714

SEC notice filing (53 States and Territories)

Registered to provide investment advisory services in 53 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

AFM MAY 13, 2026 2A BROCHURE (5/13/2026)

Regulatory Assets Under Management

Total Number of Accounts

10,118

AUM (Assets Under Management)

$324,654,889,545

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

Update:- As of 8/2022-No longer Chair of the Board for Secure Futures. Now an advisory board member. SECURE FUTURES POSITION: Chair of Board, member of Fund Development Committee NATURE: Non-profit that provides volunteer financial literacy curriculum to high school students INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2015 ADDRESS: 710 N Plankinton Ave, Suite 1400, Milwaukee WI 53203, United States DESCRIPTION: Attend Board and committee meetings. As Chair of the Board, I facilitate the board meetings. In addition, I now have a monthly call with the CEO of Secure Futures to talk thru ongoing developments at the organization. My role on the Fund development committee is simply as a volunteer. I attend meetings when I can to offer ideas. I do not have any formal responsibilities with that committee. Help with volunteer recognition and fund development ideas. SECURE FUTURES POSITION: Board member, member of Fund Development Committee NATURE: Non-profit that provides volunteer financial literacy curriculum to high school students INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2015 ADDRESS: 710 N Plankinton Ave, Suite 1400, Milwaukee WI 53203, United States DESCRIPTION: Attend Board and committee meetings. As Chair of the Board, I facilitate the board meetings. In addition, I now have a monthly call with the CEO of Secure Futures to talk thru ongoing developments at the organization. My role on the Fund development committee is simply as a volunteer. I attend meetings when I can to offer ideas. I do not have any formal responsibilities with that committee. Help with volunteer recognition and fund development ideas.

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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".
AF
ALLSPRING FUNDS MANAGEMENT, LLC

ALLSPRING FUNDS MANAGEMENT, LLC | WELLS FARGO FUNDS MANAGEMENT, LLC

CRD#: 110841 / SEC#: 801-58237
RIA
Registered Investment Advisory firm - SEC (12/22/2000 Approved)

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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Alabama
(4/11/2005)
RR
Alaska
(4/11/2005)
RR
Arizona
(4/11/2005)
RR
Arkansas
(4/11/2005)
RR
California
(4/11/2005)
RR
Colorado
(4/11/2005)
RR
Connecticut
(4/11/2005)
RR
Delaware
(4/11/2005)
RR
District of Columbia
(4/11/2005)
RR
Florida
(4/11/2005)
RR
Georgia
(4/11/2005)
RR
Hawaii
(4/11/2005)
RR
Idaho
(4/11/2005)
RR
Illinois
(4/11/2005)
RR
Indiana
(4/11/2005)
RR
Iowa
(4/11/2005)
RR
Kansas
(4/11/2005)
RR
Kentucky
(4/11/2005)
RR
Louisiana
(4/11/2005)
RR
Maine
(4/11/2005)
RR
Maryland
(4/11/2005)
RR
Massachusetts
(4/11/2005)
RR
Michigan
(4/11/2005)
RR
Minnesota
(4/11/2005)
RR
Mississippi
(4/11/2005)
RR
Missouri
(4/11/2005)
RR
Montana
(4/11/2005)
RR
Nebraska
(4/15/2005)
RR
Nevada
(4/11/2005)
RR
New Hampshire
(4/11/2005)
RR
New Jersey
(4/11/2005)
RR
New Mexico
(4/11/2005)
RR
New York
(4/11/2005)
RR
North Carolina
(4/11/2005)
RR
North Dakota
(4/11/2005)
RR
Ohio
(4/11/2005)
RR
Oklahoma
(4/11/2005)
RR
Oregon
(4/11/2005)
RR
Pennsylvania
(4/11/2005)
RR
Puerto Rico
(1/3/2006)
RR
Rhode Island
(4/11/2005)
RR
South Carolina
(4/11/2005)
RR
South Dakota
(4/11/2005)
RR
Tennessee
(4/11/2005)
RR
Texas
(4/11/2005)
RR
Utah
(4/11/2005)
RR
Vermont
(4/11/2005)
RR
Virginia
(4/11/2005)
RR
Washington
(4/11/2005)
RR
West Virginia
(4/11/2005)
RR
Wisconsin
(4/11/2005)
IAR
Wisconsin
(12/27/2016)
RR
Wyoming
(4/11/2005)

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.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Apr 2005About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Jun 1994About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Dec 1999About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Jun 1994About the Series 6 exam

Series 24 — General Securities Principal Examination

Passed Aug 2001About the Series 24 exam

Series 53 — Municipal Securities Principal Examination

Passed Dec 2000About the Series 53 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Peter Joseph Syslack's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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