![Peter Wagner, financial advisor Menomonee Falls WI](/img/ws/profile-blank-sq.png)
Peter Wagner (CRD# 6161206) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Menomonee Falls, WI and has over 7 years of experience in the finance industry.
![Robyn Abel, financial advisor Menomonee Falls WI](/img/ws/profile-blank-sq.png)
CRD# 6857150
Landaas & Company
![Naomi Ackley, financial advisor Menomonee Falls WI](/img/ws/profile-blank-sq.png)
CRD# 6289332
Annex Wealth Management, LLC
![Chad Afdahl, financial advisor Menomonee Falls WI](/img/ws/profile-blank-sq.png)
CRD# 5625693
Robert W. Baird & Company Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Lpl Financial LLC | Menomonee Falls, WI | Mar 2022 - Current | 2 |
Independent Advisor Alliance | Charlotte, NC | Mar 2022 - Current | 2 |
Harvest | Thiensville, WI | Jan 2013 - Current | 11 |
Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Jan 2017 - Mar 2022 | 5 |
Cambridge Investment Research, Inc. | Fairfield, IA | Jul 2015 - Mar 2022 | 6 |
Kohl's Department Stores | Menomonee Falls, WI | Oct 2000 - Feb 2016 | 15 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Nov 2016 |
- IN
- WI
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Total Assets Under Management12,827MILLIONS
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Total Number of Accounts52,309ACCOUNTS
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Average Account Value$245,214
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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