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PS

Peter O. Skalla

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CRD#: 2525377
PS

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Peter Oliver Skalla was a registered financial professional .

Peter is a previously registered financial professional and started their career in finance in 1994. Peter had worked at 2 firms and has passed the Series 63, Series 16 and Series 7 exams.

top-8-questions

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

September 24, 2007 - December 18, 2019

MONUMENT CAPITAL MANAGEMENT, INC

RIA
CRD#: 108902
MARANA, AZ
Past

January 1, 1999 - July 13, 2007

MONUMENT CAPITAL MANAGEMENT, INC

RIA
CRD#: 108902
MONUMENT, CO
Past

September 28, 1994 - May 20, 1997

AMERIPRISE ADVISOR SERVICES, INC.

BD
CRD#: 5979
DETROIT, MI

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 10/14/1994
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 16
Date: 5/15/1995
NYSE Supervisory Analyst Examination
General Industry/Product Exam

Current Firm


MC
MONUMENT CAPITAL MANAGEMENT, INC
GRANITE CAPITAL MANAGEMENT INC | MONUMENT CAPITAL MANAGEMENT, INC

CRD#: 108902 / SEC#: 801-54938

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Contact information


Main Address
Marana, AZ
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

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


MONUMENT CAPITAL MANAGEMENT, INC

CRD#: 108902

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