Peter V. Wright

WRIGHT BENEFIT ADVISORS

Lake Bluff, IL 60044

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CRD#: 4250736

Professional summary

Peter Vansise Wright is a registered financial advisor currently at WRIGHT BENEFIT ADVISORS INC. located in Lake Bluff, Illinois.

Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Peter has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

President of Wright Benefit Strategies, Inc, an insurance brokerage and consulting firm licensed for life, health and property casualty insurance. The firm receives billed fees and/or commissions from the sale and servicing of insurance products. Peter Van Sise Wright is a licensed insurance agent. From time to time, he will offer clients advice or products from this activity. Clients should be aware that these services pay a commission and involve a possible conflict of interest, as commissionable products can conflict with the fiduciary duties of a registered investment adviser. Wright Benefit Advisers Inc. always acts in the best interest of the client; including in the sale of commissionable products to advisory clients. Clients are in no way required to implement the plan through any representative of Wright Benefit Advisers Inc. in their capacity as a licensed insurance agent.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter Vansise Wright'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

December 13, 2017 - Present

WRIGHT BENEFIT ADVISORS INC.

Office #1: 655 Rockland Road Suite 201, Lake Bluff, IL 60044

RIA

CRD#: 289479

Lake Bluff, IL

Past

October 8, 2014 - December 12, 2017

KINGSBURY CAPITAL INVESTMENT ADVISORS LLC

RIA

CRD#: 145658

LAKE FOREST, IL

Past

October 8, 2014 - December 31, 2014

KINGSBURY, LLC

CRD#: 147102

EVANSTON, IL

Past

August 9, 2002 - December 12, 2017

KINGSBURY CAPITAL, INC.

CRD#: 7638

Evanston, IL

Past

March 29, 2001 - July 23, 2002

SUNAMERICA SECURITIES, INC.

CRD#: 20068

PHOENIX, AZ

Past

September 22, 2000 - April 3, 2001

GBS RETIREMENT SERVICES, INC.

CRD#: 34889

ROLLING MEADOWS, IL

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

Illinois
(12/13/2017)

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: 4/2/2013

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/21/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 12/12/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/29/2008

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 9/21/2000

Investment Company Products/Variable Contracts Representative Examination

Current Firm

WRIGHT BENEFIT ADVISORS INC.

WRIGHT BENEFIT ADVISERS INC. | WRIGHT BENEFIT ADVISORS INC. | WRIGHT BENEFIT ADVISERS, INC.

CRD#: 289479 / SEC#:

Illinois

Registered Investment Advisory firm - (12/13/2017 Approved)

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Contact information

Main Address

655 Rockland Road Suite 201, Lake Bluff, IL 60044

Mailing Address

Phone number

(847) 996-6900

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	24
AUM (Assets Under Management)	$ 36,343,267

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 V. Wright

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

KINGSBURY CAPITAL INVESTMENT ADVISORS LLC

KINGSBURY, LLC

KINGSBURY CAPITAL, INC.

SUNAMERICA SECURITIES, INC.

GBS RETIREMENT SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 4/2/2013

Series 63

Date: 9/21/2000

SIE

Date: 12/12/2017

Series 7

Date: 4/29/2008

Series 6

Date: 9/21/2000

Current Firm

WRIGHT BENEFIT ADVISORS INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

WRIGHT BENEFIT ADVISORS INC.

TRUST BUT VERIFY

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