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 17 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 17 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 18 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 18 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 21 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 30 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 19 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 17 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 18 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.

1 2 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.