Peter Merkel, financial advisor Milwaukee WI

Peter Merkel

CRD Number: 6262229
Current Firm: Magis Management, LLC

Peter Merkel (CRD# 6262229) is an Investment Advisor Representative working at Magis Management, LLC in Milwaukee, WI and has 1 year of experience in the finance industry.

Similar Advisors
Robyn Abel, financial advisor Milwaukee WI
Robyn T. Abel
CRD# 6857150
Landaas & Company
Similar Advisors
Naomi Ackley, financial advisor Milwaukee WI
Naomi K. Ackley
CRD# 6289332
Annex Wealth Management, LLC
Similar Advisors
Chad Afdahl, financial advisor Milwaukee WI
Chad L. Afdahl
CRD# 5625693
Robert W. Baird & Company Incorporated
Professional Designations
Company Name Location Dates Years
Magis Management, LLC Milwaukee, WI Jun 2013 - Current 10

Peter Merkel has no recent exams reported.
Contact Info for Peter J. Merkel
Phone Number: 262-844-7719
Registered State(s):
  • TX
  • WI
Current Firm Details
Magis Management, LLC
Firm's CRD Number: 169249
By the Numbers
  • Total Assets Under Management
    6
    MILLIONS
  • Total Number of Accounts
    45
    ACCOUNTS
  • Average Account Value
    $124,667
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Types of Clients
Registered States

TX, WI

Ready to hire a financial advisor? Get competitive proposals from Peter Merkel and other advisors.
BADGES

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.