Peter Bender, financial advisor Saginaw MI

Peter Bender

CRD 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.

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Professional Designations
Company Name Location Dates Years
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
Contact Info for Peter J. Bender
Phone Number: 563-582-2855
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    4,592
    MILLIONS
  • Total Number of Accounts
    10,050
    ACCOUNTS
  • Average Account Value
    $456,961
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
Types of Clients
Registered States

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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