Peter John Atkinson
Professional Summary
Peter John Atkinson is a registered financial advisor currently at ORGEL WEALTH MANAGEMENT, LLC located in Altoona, Wisconsin. Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Peter has worked at 5 firms and has passed the Series 66 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
Similar Advisors
NVEST FINANCIAL, LLC
DWS DISTRIBUTORS, INC.
PFS INVESTMENTS INC.
SEQUOIA FINANCIAL GROUP, L.L.C.
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
NVEST FINANCIAL, LLC
DWS DISTRIBUTORS, INC.
PFS INVESTMENTS INC.
SEQUOIA FINANCIAL GROUP, L.L.C.
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
NVEST FINANCIAL, LLC
DWS DISTRIBUTORS, INC.
PFS INVESTMENTS INC.
SEQUOIA FINANCIAL GROUP, L.L.C.
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.
Similar Advisors
NVEST FINANCIAL, LLC
DWS DISTRIBUTORS, INC.
PFS INVESTMENTS INC.
SEQUOIA FINANCIAL GROUP, L.L.C.
Years of Experience
26 years registered in the securities industry
Current & Past Employments
Current
Past
Similar Advisors
NVEST FINANCIAL, LLC
DWS DISTRIBUTORS, INC.
PFS INVESTMENTS INC.
SEQUOIA FINANCIAL GROUP, L.L.C.
Current Firm
ORGEL WEALTH MANAGEMENT, LLC
Contact Information
Main Address
2420 Rivers Edge Drive, Altoona, WI 54720Phone Number
(715) 835-6525# of Employees
79SEC notice filing (43 States and Territories)
Registered to provide investment advisory services in 43 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
10,680AUM (Assets Under Management)
$9,548,675,912Similar Advisors
NVEST FINANCIAL, LLC
DWS DISTRIBUTORS, INC.
PFS INVESTMENTS INC.
SEQUOIA FINANCIAL GROUP, L.L.C.
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.
The advisor shows no other business activity.
Similar Advisors
NVEST FINANCIAL, LLC
DWS DISTRIBUTORS, INC.
PFS INVESTMENTS INC.
SEQUOIA FINANCIAL GROUP, L.L.C.
Primary Firm SEC Registration
ORGEL WEALTH MANAGEMENT, LLC
State Registrations and Notice Filings
(10/11/2013)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Similar Advisors
NVEST FINANCIAL, LLC
DWS DISTRIBUTORS, INC.
PFS INVESTMENTS INC.
SEQUOIA FINANCIAL GROUP, L.L.C.
CRS (Client Relationship Summary) - RIA
Click below to view Peter John Atkinson's CRS (Customer Relationship Summary).
Similar Advisors
NVEST FINANCIAL, LLC
DWS DISTRIBUTORS, INC.
PFS INVESTMENTS INC.
SEQUOIA FINANCIAL GROUP, L.L.C.