Peter Eickelberg

ABLE FINANCIAL GROUP

Scottsdale, AZ 85258

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CRD#: 3097256

Professional summary

Peter Eickelberg, CFA, CFP®, who also goes by Peter Martin Eickelberg, is a registered financial advisor currently at ABLE FINANCIAL GROUP, LLC located in Scottsdale, Arizona and PRIVATE CLIENT SERVICES, LLC located in Scottsdale, Arizona.

Peter is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Peter has worked at 9 firms and has passed the Series 63, Series 65, Series 7TO, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Peter Martin Eickelberg

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) ABLE Financial Group. 8737 E Via De Commercio, Ste 100, Scottsdale, AZ 85258. RIA. 173 hrs/mo; 141 during trading hrs. 2) Frontview Consulting. 4226 N 34th St, Phoenix, AZ 58018. Consulting Firm used for various kinds of projects. Owner/Consultant. 0 hrs/mo.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter Eickelberg'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®

CFA

Chartered Financial Analyst

CFP^®

Certified Financial Planner

Experience

Current

January 12, 2023 - Present

ABLE FINANCIAL GROUP, LLC

Office #1: 8737 E. Via De Commercio Suite 100, Scottsdale, AZ 85258

RIA

CRD#: 323646

Scottsdale, AZ

Current

January 9, 2023 - Present

PRIVATE CLIENT SERVICES, LLC

Office #1: 8737 E. Via De Commercio Suite 100, Scottsdale, AZ 85258

RIA

CRD#: 120222

Scottsdale, AZ

Past

March 4, 2022 - February 7, 2023

CRD#: 5393

WESTLAKE, TX

Past

August 12, 1998 - September 27, 1999

VOYA FINANCIAL PARTNERS, LLC

CRD#: 34815

WINDSOR, CT

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".

ABLE FINANCIAL GROUP, LLC

CRD#: 323646 / SEC#: 801-127165

RIA

Registered Investment Advisory firm - (1/9/2023 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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Arizona
(1/9/2023)

IAR

Arizona
(1/12/2023)

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

State Security Law Exam

Series 63

FINRA

Current Firm

ABLE FINANCIAL GROUP, LLC

CRD#: 323646 / SEC#: 801-127165

RIA

Registered Investment Advisory firm - (1/9/2023 Approved)

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Contact information

Main Address

8737 E. Via De Commercio Suite 100, Scottsdale, AZ 85258

Mailing Address

Phone number

(480) 258-6104

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (14 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - MARCH 2025 (3/27/2025)

Regulatory assets under management

Total Number of Accounts	1,484
AUM (Assets Under Management)	$ 570,987,107

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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Advisor Monitoring

Firm Stability Insights

Peter Eickelberg

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

PRIVATE CLIENT SERVICES, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

ALPHA FIDUCIARY

KEATS, CONNELLY & ASSOCIATES, INC

CROSS BORDER TAX & ACCOUNTING, LLC

KEATS CONNELLY AND ASSOCIATES INC.

CHARLES SCHWAB & CO., INC.

VOYA FINANCIAL PARTNERS, LLC

Primary Firm SEC Registration

ABLE FINANCIAL GROUP, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 3/25/2022

Series 65

Date: 4/21/2006

Series 7TO

Date: 3/4/2022

SIE

Date: 1/31/2022

Series 7

Date: 3/7/2000

Series 6

Date: 8/10/1998

FINRA

Current Firm

ABLE FINANCIAL GROUP, LLC

Contact information

SEC notice filing (14 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ABLE FINANCIAL GROUP, LLC

TRUST BUT VERIFY

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