Michael Peters, financial advisor Las Vegas NV

Michael Peters

CRD Number: 7490621
Current Firm: The Wealth Consulting Group

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.

Similar Advisors
Jennifer Davis, financial advisor Las Vegas NV
Jennifer A. Davis
CRD# 2481766
Skyoak Capital, Inc.
Similar Advisors
Marc Aarons, financial advisor Las Vegas NV
Marc S. Aarons
CRD# 4459102
Money Managers, Inc.
Similar Advisors
Gregory Adams, financial advisor Las Vegas NV
Gregory L. Adams
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
Contact Info for Michael R. Peters
Phone Number: 702-263-1919
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    2,796
    MILLIONS
  • Total Number of Accounts
    11,436
    ACCOUNTS
  • Average Account Value
    $244,474
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY

Ready to hire a financial advisor? Get competitive proposals from multiple 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.