Peter John Bender

Current Employers

Employment History

• 10/1988 → Present
  Yeo & Yeo, P.C.
  Saginaw, MI
• 05/1997 → 01/2019
  Yeo & Yeo Financial Services
  Saginaw, MI
• 04/2018 → Present
  Avantax Planning Partners, Inc.
  Dubuque, IA
• 09/2019 → 09/2020
  Proequities, Inc.
  Saginaw, MI
• 09/2020 → 09/2025
  Avantax Investment Services, Inc.
  Saginaw, MI
• 02/2020 → Present
  Yeo & Yeo Wealth Management, Llc
  Saginaw, MI
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Saginaw, MI
• 01/2019 → Present
  (Dba) Yeo & Yeo Wealth Management
  Saginaw, MI

Previous Registrations

• 2010-05-27 → 2013-11-07
  Cetera Investment Advisers Llc
  Saginaw, MI

Other Businesses

1) (dba)YEO & YEO WEALTH MGMT, IR, Fin Adv, Fin Svcs, 01/2019, 5300 Bay Rd, Ste 300, Saginaw MI, DBA for inv rel bus activities 2) AVANTAX PLANNING PARTNERS, IR, 5300 Bay Rd, Ste 300, Saginaw, Fin Svcs, Inv Adv Rep, 04/2018, Fin Svcs 3) WELLSPRING LUTHERAN SERVICE, NIR, Treas, Sr/Family Svcs, 3 HPM/ 0 Trading, 01/2010, 4110 Pier North, Flint MI, Attend board meetings, conf. calls 4) ST LORENZ LUTHERAN CHURCH FOUNDATION, NIR, Fin Comm, Church Foundation, 1 HPM/ 0 Hrs, 01/2002; Frankenmuth MI, Attend qtrly meetings, review inv portfolio, review results w/ inv adv 5) CAMP ROTARY FOUNDATION, NIR, Treas, Youth Camp, HRS 1, HRS 0, 01/1998, Hemlock MI, Attend meetings, pay bills, deposit donations 6) YEO & YEO, PC, NIR, Principal, Acctng, HRS 150, 10/1988, Saginaw MI, tax/financial acctng & consulting. 7) REAL ESTATE OWNERSHIP, NIR, Mbr/Owner, Real estate, 1 HPM w/ 1 HPR during trading, 01/2007, 5300 Bay Rd, Ste 100, Saginaw MI; Entity owns & leases real estate prop. used by Yeo & Yeo, P.C. I am a mbr-owner w/ other partners of Yeo & Yeo, P.C. I do not perform any specific day-to-day duties other than high level planning as owner occ. 8) YEO & YEO, PC, NIR, Principal, Ttee svcs for clients, HRS 1, HRS 1, 01/2007, 5300 Bay Rd, Ste 100, Saginaw MI, As ttee for these clients' trusts, I perform tax prep & acctng svcs 9) Ttee for Yeo & Yeo 401k Plan; 5300 Bay Rd, Ste 100, Saginaw, MI; Ttee, I'm one of the named ttees of the CPA firm; NIR, start 01/01/2020; 5 HPM. 10) RMB FARMS LLC; Managing Mbr; Real estate holding entity. Children each own 20%; NIR; HRS 1; HRS 0; START: 12/06/21; 1 Mission Ridge, Frankenmuth MI; collect rent and pay bills. Make annual distributions. 11) YEO & YEO WEALTH MGMT, LLC; Advisor; Provide inv adv svs and fin planning for clients; IR; HRS 100; HRS 100; 02/01/2020; SAGINAW MI 48604; Meet w/ clients to discuss fin plan and rev inv. 12) ST. LORENZ LUTHERAN CHURCH; VP; attend monthly Church council meetings, serve on various committees; NIR; HRS 10; HRS 1; 01/01/2022; Frankenmuth MI 48734; Vote on church motions 13) THE VRW IRREV TRST; Successor Trustee; Successor trustee for non-advisory client; NIR; HRS 5; HRS 5; 01/01/2012; Saginaw MI 48604; trust administration services; 14) THE BETTY WEISS ILIT; Trustee; Trustee for ILIT; NIR; HRS 5; HRS 5; 03/01/2012; Saginaw MI 48604; I provide bill pay services, issue Crummey letters, and ILIT policy reviews 15) ST. LORENZ CHURCH FOUNDATION; Finance Committee Member; Non profit; NIR; HRS 5; HRS 0; 01/01/2002; Frankenmuth MI 48734; attend meetings and review the investment portfolio with their advisors. 16) Valley Lutheran High School Foundation; Board member; The VL Foundation supports the long-term mission of VLHS; NIR; 1; 0; 09/25/2023; Frankenmuth MI 48603; Attend quarterly Board meetings 17) GFJ Trust; Co-Trustee; Distribute income annually to the beneficiary; NIR; 0; 0; 11/01/2023; Saginaw MI 48604; tax prep and planning purposes 18) CONCORDIA CENTER FOR THE FAMILY; Board of Directors- Treasurer; Their mission is to develop leaders in member churches to teach and mentor church members in the area of home centered family discipleship; NIR; HRS 5; HRS 5; 04/01/2024; Ann Arbor MI 48105; Attend meetings, monitor activity in QuickBooks, prepare financial statements, approving bills and payroll for payment 19) YEO & YEO WEALTH MANAGEMENT, LLC; Advisor; Financial planning for clients; IR; HRS 30; HRS 30; 02/01/2020; SAGINAW MI 48604; Provide financial planning for clients. Meeting with clients to discuss their financial plan and review investments. 20) ST. LORENZ CHURCH FOUNDATION; Executive Director; Not-for-profit charitable foundation; IR; HRS 50; HRS 50; 07/01/2024; Frankenmuth MI 48734; Working with Church & School staff to write grants to the Foundation; develop operational budget; oversee prudent fiscal management of Foundation funds; meeting with Church member to help in making donations to the Foundation.

Exams

• S63 Uniform Securities Agent State Law Examination
  2019-09-30

Designations