Peter Kapler (CRD# 5543202) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in West Bend, WI and has over 15 years of experience in the finance industry.
CRD# 5809177
Osaic Wealth, Inc.
CRD# 2186552
Commonwealth Financial Network
CRD# 2042816
Commonwealth Financial Network
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Thrivent Financial | Appleton, WI | Oct 2014 - Current | 9 |
| Thrivent Investment Management Inc. | West Bend, WI | Aug 2014 - Current | 9 |
| Thrivent Financial | Appleton, WI | Aug 2014 - Oct 2014 | < 1 |
| City Of West Bend Recreation | West Bend, WI | Oct 2012 - Aug 2014 | 1 |
| Wells Fargo Funds Distributor | Menomonee Falls, WI | Jun 2008 - Aug 2014 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2008 |
| S65 | NASAA Investment Advisors Law Examination | May 2015 |
- TX
- WI
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Total Assets Under Management14,814MILLIONS
-
Total Number of Accounts42,439ACCOUNTS
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Average Account Value$349,060
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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, VT, WA, WI, WV, WY
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