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Peter L. Rowe

ARCWOOD FINANCIAL
PHOENIX, AZ 85020
Some features on this profile are disabled
CRD#: 2612911
PR

Professional summary

Peter Laurence Rowe, who also goes by Peter Rowe, is a registered financial advisor currently at ARCWOOD FINANCIAL, LLC located in Phoenix, Arizona.

Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Peter has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Peter Rowe

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.
(1) WEONA CASA LLC - OWNER - REAL ESTATE RENTAL - SINCE 05/2014 - PHOENIX, AZ - INVESTMENT RELATED; (2) KNH CAPITAL, INC. - OWNER - REAL ESTATE RENTAL - SINCE 02/2005 - PHOENIX, AZ - INVESTMENT RELATED (3) KNH INVESTMENTS LLC - OWNER - REAL ESTATE RENTAL - SINCE 06/2003 - PHOENIX, AZ - INVESTMENT RELATED; (4) BALANCE BENEFITS CONSULTING, LLC - PRESIDENT - INSURANCE SALES AND SERVICE - SINCE 04/2015 - PHOENIX AZ - INVESTMENT RELATED; (5) ARCWOOD BENEFITS CONSULTING INC. - President - solicitation, management, review and sale of group fixed health and life insurance - INVESTMENT RELATED - 02/01/2002 - Phoenix AZ; (6) ARCWOOD FINANCIAL LLC - member/IAR - Investment Advisory - INVESTMENT RELATED - 09/01/2015 - Phoenix AZ; (7) ARCWOOD HR, LLC - Managing Member - Human resource and employee management services for employers. - NOT INVESTMENT RELATED - 05/01/2017 - ADDRESS: , Phoenix AZ , United States; (8) NATIONAL ASSOCIATION OF BENEFIT AND INSURANCE PROFESSIONALS (NABIP)-AZ - PAC CHAIR - (NABIP-AZ is the local chapter of NABIP). - NOT INVESTMENT RELATED - 06/2025 - ADDRESS: Phoenix AZ, United States

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter Laurence Rowe'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

October 14, 2015 - Present

ARCWOOD FINANCIAL, LLC

Office #1: 7250 N. 16th St Suite 104, Phoenix, AZ 85020
RIA
CRD#: 189512
PHOENIX, AZ
Past

November 6, 2014 - October 28, 2016

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

RIA
CRD#: 20804
PHOENIX, AZ
Past

July 28, 2014 - December 21, 2018

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

BD
CRD#: 20804
PHOENIX, AZ
Past

February 4, 2009 - August 4, 2014

LPL FINANCIAL LLC

BD
CRD#: 6413
PHOENIX, AZ
Past

February 11, 2005 - January 27, 2009

PARKLAND SECURITIES, LLC

BD
CRD#: 115368
PHOENIX, AZ
Past

November 18, 1999 - March 1, 2005

CRI SECURITIES, LLC

BD
CRD#: 22589
ST. PAUL, MN
Past

May 12, 1995 - February 25, 2005

SECURIAN FINANCIAL SERVICES, INC.

BD
CRD#: 15296
ST. PAUL, MN

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
Arizona
(10/14/2015)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/16/2014
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 5/11/1995
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 5/11/1995
Investment Company Products/Variable Contracts Representative Examination

Current Firm

AF
ARCWOOD FINANCIAL, LLC
ARCWOOD FINANCIAL, LLC

CRD#: 189512 / SEC#:

Arizona
Registered Investment Advisory firm - (8/24/2015 Approved)
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Contact information

Main Address
7250 N. 16th St Suite 104, Phoenix, AZ 85020
Mailing Address
Phone number
(602) 726-6282
Established
Firm type
Fiscal year end
# of Employees
4

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts43
AUM (Assets Under Management)$ 21,754,523

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

ARCWOOD FINANCIAL, LLC

CRD#: 189512Phoenix, AZ 85020

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