Be advised. This advisor is no longer registered as an Independent Advisor Representative. They may still be registered as a broker.
Peter Balunek, financial advisor Cleveland OH
96 score

Peter Balunek

CRD Number: 4513520
Current Firm: Ancora Inverness, LLC

Peter Balunek (CRD# 4513520) is an Investment Advisor Representative working at Ancora Inverness, LLC in Cleveland, OH and has over 14 years of experience in the finance industry. Peter Balunek 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.

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Professional Designations
Company Name Location Dates Years
The Koptis Organization Cleveland, OH May 2014 - Current 2
M Holdings Securities, Inc. Portland, OR May 2014 - Current 2
Inverness Investment Group, LLC Beachwood, OH Mar 2009 - Current 7
Inverness Life Services Beachwood, OH Mar 2009 - Current 7
Inverness Securities Beachwood, OH Jan 2013 - May 2014 1
Inverness Securities Beachwood, OH Mar 2009 - Jan 2011 1
M Holdings Securities, Inc. Portland, OR Jul 2007 - Dec 2008 1
The Koptis Organization Cleveland, OH Jul 2007 - Dec 2008 1
New York Life Insurance Company Seven Hills, OH Mar 2002 - Jul 2007 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2002
Contact Info for Peter M. Balunek
Phone Number: 216-825-4000
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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