PN
Peter J. Newman
PEAK WEALTH PLANNING
CHICAGO, IL 60613
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CRD#: 6287796
PN
Professional summary
Peter James Newman JR., CFA is a registered financial advisor currently at PEAK WEALTH PLANNING, LLC located in Chicago, Illinois.
Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Peter has worked at 1 firm .
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Peter James Newman JR.'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®
Experience
Current
February 14, 2014 - Present
PEAK WEALTH PLANNING, LLC
Office #1: 4311 North Ravenswood Ave Suite 217, Chicago, IL 60613RIA
CRD#: 170262
CHICAGO, 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(2/14/2014)
Exams
Current Firm
PW
PEAK WEALTH PLANNING, LLC
PEAK WEALTH PLANNING, LLC
CRD#: 170262 / SEC#:
Illinois
Registered Investment Advisory firm - (2/14/2014 Approved)PREMIUM
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Contact information
Main Address
4311 North Ravenswood Ave Suite 217, Chicago, IL 60613
Mailing Address
Phone number
(217) 303-5040
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 78 |
| AUM (Assets Under Management) | $ 66,146,198 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
