Peninsula Asset Management Inc.

Peninsula Asset Management Inc. (CRD# 108600) is a financial advisory firm headquartered in Bradenton, FL. They manage $197,225,969 in 426 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    197
    MILLION
  • Total Number of Accounts
    426
    ACCOUNTS
  • Average Account Value
    $462,972
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, GA, LA, MO, NC, TX

Financial Advisors at Peninsula Asset Management Inc.
Showing 1 - 10 of 11 top financial advisors.
1
Lisa E. Bristow
CRD#: 4781787
1111 Third Avenue W, Suite 340, Bradenton, FL 34205
93
Wealthminder
score

Lisa Bristow (CRD# 4781787) is an Investment Advisor Representative working at Peninsula Asset Management Inc. in Bradenton, FL and has over 16 years of experience in the finance industry.

2
Robert E. Christopher
CRD#: 4781795
1111 Third Avenue W, Suite 340, Bradenton, FL 34203
93
Wealthminder
score

Robert Christopher (CRD# 4781795) is an Investment Advisor Representative working at Peninsula Asset Management Inc. in Bradenton, FL and has over 16 years of experience in the finance industry.

3
Lisa R. Johnson
CRD#: 4781811
1111 Third Avenue W, Suite 340, Bradenton, FL 34203
93
Wealthminder
score

Lisa Johnson (CRD# 4781811) is an Investment Advisor Representative working at Peninsula Asset Management Inc. in Bradenton, FL and has over 16 years of experience in the finance industry.

4
Edward J. Leonard
CRD#: 4781817
1111 Third Avenue W, Suite 340, Bradenton, FL 34203
93
Wealthminder
score

Edward Leonard (CRD# 4781817) is an Investment Advisor Representative working at Peninsula Asset Management Inc. in Bradenton, FL and has over 16 years of experience in the finance industry.

5
William E. Middlebrooks
CRD#: 1121285
1111 Third Avenue W., Suite 340, Bradenton, FL 34205
93
Wealthminder
score

William Middlebrooks (CRD# 1121285) is an Investment Advisor Representative working at Peninsula Asset Management Inc. in Bradenton, FL and has over 20 years of experience in the finance industry.

6
Brian S. Miller
CRD#: 1702414
1111 Third Avenue West, Suite 340, Bradenton, FL 34205
93
Wealthminder
score

Brian Miller (CRD# 1702414) is an Investment Advisor Representative working at Peninsula Asset Management Inc. in Bradenton, FL and has over 29 years of experience in the finance industry.

7
Robert L. Miller
CRD#: 3004264
1111 Third Avenue W, Suite 340, Bradenton, FL 34203
93
Wealthminder
score

Robert Miller (CRD# 3004264) is an Investment Advisor Representative working at Peninsula Asset Management Inc. in Bradenton, FL and has over 18 years of experience in the finance industry.

8
Robert E. Stanell, Jr
CRD#: 4781823
1111 Third Avenue W, Suite 340, Bradenton, FL 34203
93
Wealthminder
score

Robert Stanell, Jr (CRD# 4781823) is an Investment Advisor Representative working at Peninsula Asset Management Inc. in Bradenton, FL and has over 16 years of experience in the finance industry.

9
Susan O. Thompson
CRD#: 4781826
1111 Third Avenue W, Suite 340, Bradenton, FL 34203
93
Wealthminder
score

Susan Thompson (CRD# 4781826) is an Investment Advisor Representative working at Peninsula Asset Management Inc. in Bradenton, FL and has over 16 years of experience in the finance industry.

10
Daniel R. Chappie
CRD#: 1487573
1111 Third Avenue West, Suite 340, Bradenton, FL 34203
90
Wealthminder
score

Daniel Chappie (CRD# 1487573) is an Investment Advisor Representative working at Peninsula Asset Management Inc. in Bradenton, FL and has 1 year of experience in the finance industry. Daniel Chappie 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.

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