Peter ThomannCRD Number: 4932772
Current Firm: Brave Eagle Wealth Management
Peter Thomann (CRD# 4932772) is an Investment Advisor Representative working at Brave Eagle Wealth Management in New York, NY and has 1 year of experience in the finance industry. Peter Thomann 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.
Legacy Care Wealth, LLC
Financial Life Focus, LLC
|Brave Eagle Wealth Management, LLC||New York, NY||Oct 2021 - Current||1|
|Thomann Tax, Inc.||Staten Island, NY||Nov 2005 - Current||17|
Total Assets Under Management42MILLIONS
Total Number of Accounts65ACCOUNTS
Average Account Value$646,154
- 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
- Educational seminars/workshops
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