Pebble Valley Wealth Management
Pebble Valley Wealth Management (CRD# 145664) is a financial advisory firm headquartered in Western Springs, IL. They manage $100,583,181 in 410 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management101MILLION
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Total Number of Accounts410ACCOUNTS
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Average Account Value$245,325
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IL, NE, TX
Financial Advisors at Pebble Valley Wealth Management
1
Kirk Kreikemeier (CRD# 5461862) is an Investment Advisor Representative working at Pebble Valley Wealth Management in Western Springs, IL and has 1 year of experience in the finance industry.
2
Allison Meers (CRD# 5888719) is an Investment Advisor Representative working at Pebble Valley Wealth Management in Western Springs, IL and has 1 year of experience in the finance industry.
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