Allan Peil (CRD# 7052125) is an Investment Advisor Representative working at Trifound Advisory LLC in Kalamazoo, MI and has over 3 years of experience in the finance industry.
CRD# 5287793
Huntington Financial Advisors
CRD# 6573407
Lpl Financial LLC
CRD# 6332865
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Trifound Advisory, LLC | Lisle, IL | Oct 2022 - Current | 1 |
| Trifound Advisory LLC | Lisle, IL | Dec 2020 - Oct 2022 | 1 |
| Northwestern Mutual Investment Services LLC | Germantown, WI | Sep 2019 - Oct 2020 | 1 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | Jan 2019 - Oct 2020 | 1 |
| University Of Wisconsin - Whitewater | Whitewater, WI | Aug 2015 - Dec 2019 | 4 |
| New Berlin High School | New Berlin, WI | Sep 2012 - May 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2020 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2022 |
- AL
- IL
-
Total Assets Under Management103MILLIONS
-
Total Number of Accounts1,449ACCOUNTS
-
Average Account Value$71,066
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
AL, AR, FL, GA, IL, IN, MI, NJ, PA, TN, TX, WA
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