Peter G. Kosanke
Professional summary
Peter Gilbert Kosanke JR, CFP®, who also goes by Pete Kosanke, is a registered financial advisor currently at HOLTON & KOSANKE WEALTH MANAGEMENT, LLC located in Tucson, Arizona.
Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Peter has worked at 5 firms and has passed the Series 66, SIE, Series 7, Series 24 and Series 51 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Peter Gilbert Kosanke JR's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2006
Experience
August 22, 2017 - Present
HOLTON & KOSANKE WEALTH MANAGEMENT, LLC
November 9, 2012 - August 2, 2017
NEXT FINANCIAL GROUP, INC.
March 27, 2006 - August 2, 2017
NEXT FINANCIAL GROUP, INC.
January 30, 2003 - June 5, 2006
MARATHON ADVISORS, INC
July 30, 1999 - March 29, 2006
SECURIAN FINANCIAL SERVICES, INC.
July 30, 1999 - March 29, 2006
CRI SECURITIES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/22/2017)
(7/23/2020)
(9/22/2017)
(10/10/2017)
(9/22/2017)
(10/16/2017)
Exams
Current Firm
HOLTON & KOSANKE WEALTH MANAGEMENT, LLC
CRD#: 288963 / SEC#:
Contact information
Red Flags
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