Peter Franz (CRD# 5399850) is an Investment Advisor Representative working at Journey Wealth Management in Cleveland, OH and has over 16 years of experience in the finance industry. Peter Franz 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# 5310387
Lpl Financial LLC
CRD# 1065232
Independence Capital Company, Inc.
CRD# 4787364
The Center For Eldercare Finance
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The CFA is the gold standard for financial professionals who analyze securities. CFAs focus on portfolio construction and investment selection.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fsm Wealth Advisors | Cleveland, OH | Dec 2020 - Current | 3 |
| Beacon Financial Advisory | Cleveland, OH | Aug 2018 - Current | 5 |
| Capital Analysts | Fort Washington, PA | Aug 2018 - Nov 2020 | 2 |
| Northern Lights Distributors, LLC | Omaha, NE | Dec 2017 - Jul 2018 | < 1 |
| Boyd Waterson Asset Management, LLC | Cleveland, OH | Nov 2016 - Jul 2018 | 1 |
| Beacon Financial Advisory LLC | Beachwood, OH | May 2015 - Nov 2016 | 1 |
| Beacon Financial Partners | Cleveland, OH | Jul 2013 - Nov 2016 | 3 |
| Lincoln Investment | Wyncote, PA | Jul 2013 - Oct 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2007 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2008 |
- OH
-
Total Assets Under Management751MILLIONS
-
Total Number of Accounts1,450ACCOUNTS
-
Average Account Value$517,727
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, FL, IL, NC, NY, OH, TX
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.