Peter Mendler (CRD# 1505231) is an Investment Advisor Representative working at Raider Dennis Agency in Farmington, MI and has over 36 years of experience in the finance industry.
CRD# 4661126
Lpl Financial LLC
CRD# 4511557
Savant Wealth Management
CRD# 4713729
Bernard Wealth Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Madison Avenue Securities, LLC | San Diego, CA | Apr 2019 - Current | 5 |
| Raider Dennis Agency | Farmington, MI | Sep 1999 - Current | 24 |
| Ae Wealth Management, LLC | Topeka, KS | Apr 2019 - Jul 2021 | 2 |
| Gf Investment Services, LLC | Sarasota, FL | Nov 2014 - Apr 2019 | 4 |
| Global Financial Private Capital, LLC | Sarasota, FL | Nov 2014 - Apr 2019 | 4 |
| Nfp Advisor Services, LLC | Farmington, MI | Sep 2014 - Nov 2014 | < 1 |
| Nfp Advisor Services, LLC | Farmington, MI | Nov 2004 - Nov 2014 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1987 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2014 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
- MI
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Total Assets Under Management43MILLIONS
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Total Number of Accounts317ACCOUNTS
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Average Account Value$136,253
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
FL, MI
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