Peter Amling, financial advisor Chicago IL
103 score

Peter Amling

CRD Number: 5650069
Current Firm: Amling Investments LLC
Compensation Model: Fee Only

Peter Amling (CRD# 5650069) is an Investment Advisor Representative working at Amling Investments LLC in Chicago, IL and has over 10 years of experience in the finance industry. Peter Amling has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.

CONTACT
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Professional Designations
Company Name Location Dates Years
Amling Investments LLC Chicago, IL Mar 2009 - Current 9
Ridge Investment Advisors, Inc. Chicago, IL May 2005 - Dec 2010 5
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2009
Contact Info for Peter C. Amling
By the Numbers
  • Total Assets Under Management
    19
    MILLIONS
  • Total Number of Accounts
    97
    ACCOUNTS
  • Average Account Value
    $191,237
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IL

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BADGES
103
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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