Peter Eickelberg
CFA, CFP®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...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Peter Martin Eickelberg
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Videos & Posts
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Contact Information
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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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Credentials
Years of Experience
28 years in the financial services industry
Current & Past Employments
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Current Firm
ABLE FINANCIAL GROUP, LLC
Contact Information
Main Address
8737 E. Via De Commercio Suite 100, Scottsdale, AZ 85258Phone Number
(480) 258-6104# of Employees
14SEC notice filing (14 States and Territories)
Registered to provide investment advisory services in 14 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,694AUM (Assets Under Management)
$732,941,557Similar Advisors
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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.
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Primary Firm SEC Registration
ABLE FINANCIAL GROUP, LLC
State Registrations and Notice Filings
(1/9/2023)
(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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Aug 1998About the Series 6 examSRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Peter Eickelberg's CRS (Customer Relationship Summary).
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