Peter Loiler (CRD# 2778427) is an Investment Advisor Representative working at Edward Jones in Winterset, IA and has over 9 years of experience in the finance industry.
CRD# 6935071
Thrivent Investment Management Inc.
CRD# 4343046
Osaic Wealth, Inc.
CRD# 4539689
Foster Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St. Louis, MO | Jul 2021 - Current | 2 |
| Village Inn | Johnston, IA | Jun 2014 - Current | 9 |
| Wells Fargo Clearing Services, LLC | Des Moines, IA | Nov 2016 - Jul 2021 | 4 |
| Wells Fargo Bank, Na | Des Moines, IA | Jan 2010 - Jul 2021 | 11 |
| Wells Fargo Advisors, LLC | Des Moines, IA | Dec 2014 - Nov 2016 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2015 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2015 |
- IA
- TX
-
Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
-
Average Account Value$145,755
- A percentage of assets under your management
- Other
- 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)
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, VI, VT, WA, WI, WV, WY
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