Peter Pittman (CRD# 5943349) is an Investment Advisor Representative working at Aspen Leaf Wealth Management, Pbc in Golden, CO and has over 12 years of experience in the finance industry. Peter Pittman 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 put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
CRD# 6818104
Winding Trail Financial Planning, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Aspen Leaf Wealth Management | Golden, CO | Mar 2020 - Current | 4 |
Tedstrom Wealth Advisors, Inc. | Denver, CO | Aug 2018 - Dec 2019 | 1 |
Lpl Financial LLC | Denver, CO | Jul 2018 - Dec 2019 | 1 |
Wells Fargo Clearing Services, LLC | Lakewood, CO | Nov 2016 - Jul 2018 | 1 |
Wells Fargo Advisors LLC | Lakewood, CO | Jun 2011 - Nov 2016 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Aug 2011 |
- CO
- TX
-
Total Assets Under Management60MILLIONS
-
Total Number of Accounts281ACCOUNTS
-
Average Account Value$212,924
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CO, TX
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