Peter Soltesz (CRD# 2553740) is an Investment Advisor Representative working at Apis Financial Group, LLC in Villa Park, IL and has over 29 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Apis Financial Group, LLC | Villa Park, IL | Apr 2021 - Current | 3 |
| 2110 44th Road, Sheridan, LLC | Villa Park, IL | Jul 2015 - Current | 8 |
| Cooke-dupage County Beekeepers Association | Carol Stream, IL | Jan 2013 - Current | 11 |
| Waddell & Reed, Inc. | Mokena, IL | Feb 2019 - Apr 2021 | 2 |
| Various Insurance Carriers For W&r Insurance Agencies | Villa Park, IL | Nov 2013 - Apr 2021 | 7 |
| Waddell & Reed, Inc. | Villa Park, IL | Nov 2013 - Apr 2021 | 7 |
| Count Consulting, LLC | Northfield, IL | Dec 2018 - Jun 2020 | 1 |
| Illinois State Beekeepers Association | Springfield, IL | Nov 2016 - Nov 2018 | 2 |
| Day One Reliance | Geneva, IL | Jun 2013 - Nov 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1994 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1994 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2014 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- IL
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Total Assets Under Management4MILLIONS
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Total Number of Accounts26ACCOUNTS
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Average Account Value$156,847
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
IL
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