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Peter B. Rappmund

COUNTERPOINT
SANTA FE, NM
Some features on this profile are disabled
CRD#: 7389338
PR

Professional summary

Peter Bo Rappmund is a registered financial advisor currently at COUNTERPOINT located in Santa Fe, New Mexico.

Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Peter has worked at 5 firms and has passed the Series 63, Series 65, Series 6TO and SIE 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter Bo Rappmund'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

January 15, 2026 - Present

COUNTERPOINT

RIA
CRD#: 339041
SANTA FE, NM
Past

September 14, 2022 - January 15, 2026

VOYA RETIREMENT ADVISORS, LLC

RIA
CRD#: 3989
Santa Fe, NM
Past

June 8, 2022 - January 15, 2026

VOYA FINANCIAL ADVISORS, INC.

RIA
CRD#: 2882
REDLANDS, CA
Past

April 29, 2022 - January 15, 2026

VOYA FINANCIAL ADVISORS, INC.

BD
CRD#: 2882
REDLANDS, CA
Past

November 2, 2021 - April 5, 2022

MISSIONSQUARE RETIREMENT

RIA
CRD#: 108783
Santa Fe, NM
Past

June 7, 2021 - November 3, 2021

BETTER MONEY DECISIONS

RIA
CRD#: 172980
SANTA FE, NM

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
New Mexico
(1/15/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 5/13/2022
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 5/28/2021
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 4/29/2022
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/24/2019
Securities Industry Essentials Examination

Current Firm

CO
COUNTERPOINT
COUNTER. LLC | COUNTERPOINT

CRD#: 339041 / SEC#:

New Mexico
Registered Investment Advisory firm - (11/26/2025 Approved)
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Contact information

Main Address
Santa Fe, NM
Mailing Address
Phone number
(415) 734-7208
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

Red Flags

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Company Information

COUNTERPOINT

CRD#: 339041Santa Fe, NM

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