Peter Amling, financial advisor Chicago IL

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 15
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
    41
    MILLIONS
  • Total Number of Accounts
    104
    ACCOUNTS
  • Average Account Value
    $393,897
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IL

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