Adam Peters, financial advisor Middleton WI

Adam Peters

CRD Number: 5044268
Current Firm: Arbor Point Advisors

Adam Peters (CRD# 5044268) is an Investment Advisor Representative working at Arbor Point Advisors in Middleton, WI and has over 13 years of experience in the finance industry. Adam Peters has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Securities America, Inc. Middleton, WI Oct 2019 - Current 2
Arbor Point Advisors Middleton, WI Oct 2019 - Current 2
Ameriprise Financial Services, Inc. Madison, WI Sep 2011 - Oct 2019 8
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2008
S66 NASAA Uniform Combined State Law Examination Dec 2011
Contact Info for Adam R. Peters
By the Numbers
  • Total Assets Under Management
    7,320
    MILLIONS
  • Total Number of Accounts
    39,778
    ACCOUNTS
  • Average Account Value
    $184,012
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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Data verified by both the advisor and the public regulatory data.

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