Debra A. Peters

WEALTH MANAGEMENT SERVICES,LLC

SPRINGFIELD, IL 62704

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CRD#: 4603370

Professional summary

Debra Ann Peters, CFP®, who also goes by Debra A. Peters, is a registered financial advisor currently at WEALTH MANAGEMENT SERVICES,LLC located in Springfield, Illinois.

Debra is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Debra has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Debra A. Peters

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.

THE BARKMEIER GROUP, INC.- EMPLOYEE-FIRM DOES TAX PLANNING AND TAX RETURN PREPARATION.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Debra Ann Peters'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®

CFP^®

Certified Financial Planner

Start date: 2012

Experience

Current

March 25, 2003 - Present

WEALTH MANAGEMENT SERVICES,LLC

Office #1: 2 Lawrence Square Suite B, Springfield, IL 62704

RIA

CRD#: 122913

SPRINGFIELD, 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
(3/25/2003)

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Exams

State Security Law Exam

IAR

Series 65

Date: 10/23/2002

Uniform Investment Adviser Law Examination

Current Firm

WEALTH MANAGEMENT SERVICES,LLC

CRD#: 122913 / SEC#:

Illinois

Registered Investment Advisory firm - (1/14/1999 Approved)

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Contact information

Main Address

2 Lawrence Square, Suite B, Springfield, IL 62704

Mailing Address

Phone number

(217) 492-1040

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	36
AUM (Assets Under Management)	$ 14,211,018

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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Debra A. Peters

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Debra Ann Peters's CRS (Customer Relationship Summary).

Certified licenses

Experience

WEALTH MANAGEMENT SERVICES,LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/23/2002

Current Firm

WEALTH MANAGEMENT SERVICES,LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

WEALTH MANAGEMENT SERVICES,LLC

TRUST BUT VERIFY

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