Peter BenderCRD Number: 2892986
Current Firm: Avantax Planning Partners, Inc.
Peter Bender (CRD# 2892986) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Saginaw, MI and has over 2 years of experience in the finance industry. Peter Bender 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.
Raymond James & Associates, Inc.
Robert W. Baird & Company Incorporated
|Avantax Investment Services, Inc.||Saginaw, MI||Sep 2020 - Current||1|
|(dba) Yeo & Yeo Wealth Management||Saginaw, MI||Jan 2019 - Current||2|
|Avantax Planning Partners, Inc.||Dubuque, IA||Apr 2018 - Current||3|
|Yeo & Yeo, P.c.||Saginaw, MI||Oct 1988 - Current||33|
|Proequities, Inc.||Saginaw, MI||Sep 2019 - Sep 2020||1|
|Yeo & Yeo Financial Services||Saginaw, MI||May 1997 - Jan 2019||21|
|Cetera Investment Advisers LLC||Schaumburg, IL||Jun 2004 - Nov 2013||9|
|Cetera Financial Specialists LLC||Schaumburg, IL||Jun 2004 - Nov 2013||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2019|
Total Assets Under Management4,592MILLIONS
Total Number of Accounts10,050ACCOUNTS
Average Account Value$456,961
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY
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