Michael Peters (CRD# 7490621) is an Investment Advisor Representative working at The Wealth Consulting Group in Las Vegas, NV and has over 2 years of experience in the finance industry.
CRD# 2481766
Skyoak Capital, Inc.
CRD# 4459102
Money Managers, Inc.
CRD# 5192556
Ameriprise Financial Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Wcg Wealth Advisors, LLC | New Castle, PA | Jan 2022 - Current | 2 |
Treloar & Heisel, LLC | New Castle, PA | Jun 2020 - Current | 3 |
University Of Dayton Learning Resources | Dayton, OH | Aug 2018 - May 2020 | 1 |
University Of Dayton | Dayton, OH | Aug 2016 - May 2020 | 3 |
Treloar & Heisel, Inc. | New Castle, PA | Aug 2018 - Jun 2019 | < 1 |
Sewickly Hgts Golf Club | Sewickly, PA | May 2018 - Aug 2018 | < 1 |
Major Lawn Service | Pittsburgh, PA | May 2017 - Aug 2017 | < 1 |
Full Time Student | Pittsburgh, PA | Jan 2012 - Jun 2016 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Dec 2021 |
- PA
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Total Assets Under Management2,796MILLIONS
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Total Number of Accounts11,436ACCOUNTS
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Average Account Value$244,474
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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