Peter Bogardus, financial advisor Sioux Falls SD

Peter Bogardus

CRD Number: 5970845
Current Firm: U.s. Bancorp Investments, Inc.

Peter Bogardus (CRD# 5970845) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Sioux Falls, SD and has over 12 years of experience in the finance industry.

Similar Advisors
Jesse Haller, financial advisor Sioux Falls SD
Jesse D. Haller
CRD# 5588123
Compass Financial Group, Inc.
Similar Advisors
Brian Aamlid, financial advisor Sioux Falls SD
Brian N. Aamlid
CRD# 6868599
Cwm, LLC
Similar Advisors
Jeanne Abraham, financial advisor Sioux Falls SD
Jeanne M. Abraham
CRD# 2610909
U.s. Bancorp Investments, Inc.
Company Name Location Dates Years
U.s. Bancorp Investments, Inc. San Francisco, CA May 2023 - Current < 1
U.s. Bank San Francisco, CA May 2023 - Current < 1
Unionbanc Investment Services San Francisco, CA Jan 2018 - May 2023 5
Mufg Union Bank San Francisco, CA Dec 2017 - May 2023 5
Wells Fargo Clearing Services, LLC Corte Madera, CA Nov 2016 - Dec 2017 1
Wells Fargo Advisors, LLC Corte Madera, CA Apr 2014 - Nov 2016 2
Morgan Stanley Smith Barney San Francisco, CA Aug 2011 - Apr 2014 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2011
Contact Info for Peter B. Bogardus
Phone Number: 800-888-4700
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    15,875
    MILLIONS
  • Total Number of Accounts
    60,028
    ACCOUNTS
  • Average Account Value
    $264,455
Compensation Options
  • A percentage of assets under your management
  • Other
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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States

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, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from Peter Bogardus and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.