Peter Brey, financial advisor Wisconsin Rapids WI

Peter Brey

CRD Number: 1017881
Current Firm: Buena Vista Investment Management LLC

Peter Brey (CRD# 1017881) is an Investment Advisor Representative working at Buena Vista Investment Management LLC in Wisconsin Rapids, WI and has over 40 years of experience in the finance industry.

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Company Name Location Dates Years
Buena Vista Investment Management Wisconsin Rapids, WI Aug 2010 - Current 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1981
S65 NASAA Investment Advisors Law Examination Jul 2010
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.

Get Details on the FINRA Advisor Check site
Contact Info for Peter W. Brey
Phone Number: 715-422-0703
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
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


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