Douglas PeeteCRD Number: 1033479
Current Firm: Principal Securities, Inc.
Douglas Peete (CRD# 1033479) is an Investment Advisor Representative working at Principal Securities, Inc. in Overland Park, KS and has over 17 years of experience in the finance industry.
Nextgen Wealth, LLC
Freedom Wealth Advisors, LLC
Searcy Financial Services, Inc.
|Cretcher Heartland Life Insurance Services LLC||Overland Park, KS||Aug 2013 - Current||3|
|Douglas R Peete & Associates||Overland Park, IL||Jan 2005 - Current||12|
|Principal Life Insurance Company||Fairway, KS||Dec 2004 - Current||12|
|Princor Financial Services Corporation||Fairway, KS||Dec 2004 - Current||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2000|
Total Assets Under Management1,622MILLIONS
Total Number of Accounts15,486ACCOUNTS
Average Account Value$104,766
- 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)
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV