Laurie Peer, financial advisor Wyomissing PA

Laurie Peer

CRD Number: 4239738
Current Firm: Rkl Wealth Management LLC

Laurie Peer (CRD# 4239738) is an Investment Advisor Representative working at Rkl Wealth Management LLC in Wyomissing, PA and has over 20 years of experience in the finance industry. Laurie Peer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
Andrew Achenbach, financial advisor Wyomissing PA
Andrew D. Achenbach
CRD# 5472786
Foresight Financial Planning LLC
Similar Advisors
Dustin Adam, financial advisor Wyomissing PA
Dustin D. Adam
CRD# 6161273
Edward Jones
Similar Advisors
Brandon Adams, financial advisor Wyomissing PA
Brandon K. Adams
CRD# 5372026
Rkl Wealth Management LLC
Professional Designations
Company Name Location Dates Years
Rkl Wealth Management LLC Lancaster, PA Jan 2016 - Current 5
Sterling Financial Advisors, LLC Wyomissing, PA Jan 2013 - Current 8
Reinsel Kuntz Lesher LLP Wyomissing, PA Jan 2012 - Current 9
Reinsel Kuntz Lesher LLP Wyomissing, PA Jan 2008 - Dec 2011 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2000
Contact Info for Laurie M. Peer
Phone Number: (717) 399-1700
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    1,043
    MILLIONS
  • Total Number of Accounts
    827
    ACCOUNTS
  • Average Account Value
    $1,260,696
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, CO, DE, FL, LA, MA, MD, NC, NH, NJ, NY, PA, SC, TX, VA

Ready to hire a financial advisor? Get competitive proposals from Laurie Peer and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.