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Peter Alexander Snow

Wealthspire Retirement Advisory

Aliso Viejo, CA

Plymouth, MN

CRD 5250484

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Employer firm

Wealthspire Retirement Advisory CRD 121254

$38.6B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • RESEARCH/VENDOR REPORTS ON 401(K) PLANS / DILIGENCE ON INVESTMENT LINEUPS

From the firm’s Form ADV. Read the guides:

Current Employers
Wealthspire Retirement Advisory

120 Vantis Suite 400, Aliso Viejo, CA 92656 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APP_PEND_IARCE 2026-01-01
  • MN RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

120 Vantis Suite 400, Aliso Viejo, CA 92656 • United States

505 Waterford Park, Highway 169 Suite 1100, Plymouth, MN 55441 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Kestra Financial Services, Inc. Austin TX 04/2016 03/2018
Nfp Retirement, Inc. Aliso Viejo CA 04/2016 10/2025
Wealthspire Retirement Advisory Aliso Viejo CA 10/2025 Present
  • 04/2016 → 03/2018
    Kestra Financial Services, Inc.
    Austin, TX
  • 04/2016 → 10/2025
    Nfp Retirement, Inc.
    Aliso Viejo, CA
  • 10/2025 → Present
    Wealthspire Retirement Advisory
    Aliso Viejo, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-08-31
S63 Uniform Securities Agent State Law Examination 2006-12-11
  • S65 Uniform Investment Adviser Law Examination
    2010-08-31
  • S63 Uniform Securities Agent State Law Examination
    2006-12-11
Designations
  • Certified Financial Planner
Other Names
  • Peter Alexander Snow
  • Peter Alexander Snow

View on SEC IAPD

Nearby Firms

SANCTUARY ADVISORS, LLC
ANCHOR CAPITAL
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Nearby Investors

LUKE ROY MCKELVY
Jeffrey A Dewees
William A Schellenberg

Nearby Offices

SANCTUARY ADVISORS, LLC · ALISO VIEJO, CA
SANCTUARY ADVISORS, LLC · ALISO VIEJO, CA
ANCHOR CAPITAL · ALISO VIEJO, CA

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