Peter Cymbalak, financial advisor Verona WI
65 score

Peter Cymbalak

CRD Number: 6335319
Current Firm: Horter Investment Management, LLC

Peter Cymbalak (CRD# 6335319) is an Investment Advisor Representative working at Horter Investment Management, LLC in Verona, WI and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Horter Investment Management, LLC Cincinnati, OH May 2014 - Current 2
Oh My Premium Foods Verona, WI Apr 2013 - Current 3
Empowered Financial Group Madison/verona, WI Jun 2000 - Current 16
Team Usa Mortgage Madison, WI Sep 2009 - Jan 2011 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2014
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
  • Judgments / Liens
Get Details on the FINRA Advisor Check site
Contact Info for Peter M. Cymbalak
Phone Number: 513-984-9933
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    1,016
    MILLIONS
  • Total Number of Accounts
    13,925
    ACCOUNTS
  • Average Account Value
    $72,992
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
65

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