PE
Peter M. Eaglen
ONE-UP FINANCIAL
ERIE, PA 16508
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CRD#: 8010224
PE
Professional summary
Peter Matthew Eaglen, who also goes by Peter M. Eaglen, is a registered financial advisor currently at ONE-UP FINANCIAL located in Erie, Pennsylvania.
Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Peter has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Peter M. Eaglen
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.
- Schaffner, Knight, Minnaugh & Company PC - Not Investment Related - 1545 West 38 Street Erie, PA 16508 - CPA Firm - Partner - 06/2008 - 175 hours a month devoted - 175 hours a month devoted during securities trading hours - Oversees the auditing department
CRS (Client Relationship Summary) - RIA
Click below to view Peter Matthew Eaglen'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®
NoneExperience
Current
January 22, 2025 - Present
ONE-UP FINANCIAL
Office #1: 1545 West 38th Street, Erie, PA 16508RIA
CRD#: 333778
ERIE, PA
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
Pennsylvania(1/22/2025)
Exams
Current Firm
OF
ONE-UP FINANCIAL
ONE-UP FINANCIAL | SKM WEALTH ADVISORS LLC
CRD#: 333778 / SEC#:
Pennsylvania
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Contact information
Main Address
1545 West 38th Street, Erie, PA 16508
Mailing Address
Phone number
(814) 325-2699
Established
Firm type
Fiscal year end
# of Employees
9
0
Red Flags
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