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Peter Laakso

PRIORITY INVESTMENT MANAGEMENT
AKRON, OH
·CRD# 5183857·12 years experience

Professional Summary

Peter Laakso, who also goes by Pete David Laakso, is a registered financial advisor currently at PRIORITY INVESTMENT MANAGEMENT LLC located in Akron, Ohio. Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Peter has worked at 2 firms and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Pete David Laakso

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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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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Years of Experience

12 years in the financial services industry

Current & Past Employments

PRIORITY INVESTMENT MANAGEMENT LLC·CRD# 332692
RIA
Akron, OH
November 1, 2024 - Present
MERIDIAN CAPITAL MANAGEMENT GROUP, INC.·CRD# 136583
RIA
Uniontown, OH
October 6, 2014 - November 8, 2024

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Current Firm

PI
PRIORITY INVESTMENT MANAGEMENT LLC

PRIORITY INVESTMENT MANAGEMENT LLC

CRD#: 332692
Ohio
Registered Investment Advisory firm - Ohio (10/31/2024 Approved)
Texas
Registered Investment Advisory firm - Texas (1/6/2026 Conditional Restricted)

Contact Information

Main Address

Akron, OH

Phone Number

(330) 284-2853

# of Employees

1

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

90

AUM (Assets Under Management)

$7,261,680

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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 advisor shows no other business activity.

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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.
IAR
Ohio
(11/1/2024)
IAR
Texas
(1/28/2026)

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.

Series 65 — Uniform Investment Adviser Law Examination

Passed Oct 2014About the Series 65 exam

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CRS (Client Relationship Summary) - RIA

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

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