Peter A. Klinkmueller

STRATEGIC RETIREMENT PLAN CONSULTANTS

ACTON, MA

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CRD#: 2662672

Professional summary

Peter Andreas Klinkmueller, AIF®, who also goes by Peter Andreas Klinknueller, is a registered financial advisor currently at STRATEGIC RETIREMENT PLAN CONSULTANTS, INC. located in Acton, Massachusetts and ALERA INVESTMENT ADVISORS, LLC located in Acton, Massachusetts.

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, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Peter Andreas Klinknueller

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. 3/18/2016 - Strategic Retirement Plan Consultants - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 03/18/2016 - 160 Hours Per Month During Securities Trading. 2. 3/13/2018 - Strategic Retirement Plan Consultants, Inc. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - Started 01/01/2018 - 40 Hours Per Month/0 Hours During Securities Trading - I provide financial planning and consulting services through Strategic Retirement Plan Consultants, an independent investment advisor firm. I started this business activity in 12/2017. I expect to spend approximately 40 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The advisory firm is separate from and independent of LPL Financial.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter Andreas Klinkmueller'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®

AIF^®

Accredited Investment Fiduciary

Experience

Current

May 16, 2018 - Present

STRATEGIC RETIREMENT PLAN CONSULTANTS, INC.

RIA

CRD#: 292970

ACTON, MA

Current

January 27, 2025 - Present

ALERA INVESTMENT ADVISORS, LLC

RIA

CRD#: 287906

Acton, MA

Past

November 25, 2013 - February 25, 2025

LPL FINANCIAL LLC

RIA

CRD#: 6413

ACTON, MA

Past

November 22, 2013 - November 20, 2024

LPL FINANCIAL LLC

CRD#: 6413

ACTON, MA

Past

February 14, 2012 - November 22, 2013

FINANCIAL STRATEGIES RETIREMENT PARTNERS

RIA

CRD#: 147965

BEDFORD, NH

Past

January 4, 2012 - December 9, 2013

COMMONWEALTH FINANCIAL NETWORK

RIA

CRD#: 8032

BEDFORD, NH

Past

June 10, 2009 - December 9, 2013

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

BEDFORD, NH

Past

November 14, 1995 - May 19, 2009

ADP BROKER-DEALER, INC.

CRD#: 37693

WALTHAM, MA

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".

ALERA INVESTMENT ADVISORS, LLC

CRD#: 287906 / SEC#: 801-111892

RIA

Registered Investment Advisory firm - (10/26/2017 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.

Highlighted states indicate IAR registrations

IAR

Massachusetts
(5/16/2018)

IAR

New York
(4/12/2021)

IAR

Texas
(5/16/2018)

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: 12/16/2011

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/23/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 10/13/1995

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 5/28/2008

Investment Company Products/Variable Contracts Principal Examination

Current Firm

ALERA INVESTMENT ADVISORS, LLC

CRD#: 287906 / SEC#: 801-111892

RIA

Registered Investment Advisory firm - (10/26/2017 Approved)

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Contact information

Main Address

Three Parkway North Suite 500, Deerfield, IL 60015-2567

Mailing Address

Phone number

(847) 457-3000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (40 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV 2A (5/1/2025)

Regulatory assets under management

Total Number of Accounts	3,097
AUM (Assets Under Management)	$ 3,572,112,624

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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Firm Stability Insights

Peter A. Klinkmueller

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter Andreas Klinkmueller's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALERA INVESTMENT ADVISORS, LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

FINANCIAL STRATEGIES RETIREMENT PARTNERS

COMMONWEALTH FINANCIAL NETWORK

COMMONWEALTH FINANCIAL NETWORK

ADP BROKER-DEALER, INC.

Primary Firm SEC Registration

ALERA INVESTMENT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/16/2011

Series 63

Date: 10/23/1995

SIE

Date: 10/1/2018

Series 6

Date: 10/13/1995

Series 26

Date: 5/28/2008

Current Firm

ALERA INVESTMENT ADVISORS, LLC

Contact information

SEC notice filing (40 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ALERA INVESTMENT ADVISORS, LLC

TRUST BUT VERIFY

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