Peter SengelmannCRD Number: 5079304
Current Firm: Creative Planning
Peter Sengelmann (CRD# 5079304) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 15 years of experience in the finance industry.
Financial Partners Group, Inc.
Mariner Wealth Advisors
Prime Capital Investment Advisors, LLC
|Creative Planning, Inc.||Madison, WI||Sep 2020 - Current||1|
|Thun Financial Advisors||Madison, WI||Jan 2017 - Aug 2020||3|
|Extended Travel||San Luis Obispo, CA||Dec 2016 - Jan 2017||< 1|
|Travel, Leisure||Singapore,||Aug 2016 - Nov 2016||< 1|
|Nn Investment Partners (singapore) Ltd||Singapore,||Feb 2012 - Jul 2016||4|
|Western Asset Management Company Pte Ltd||Singapore,||Aug 2008 - Feb 2012||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2007|
Total Assets Under Management90,034MILLIONS
Total Number of Accounts144,903ACCOUNTS
Average Account Value$621,338
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
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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