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Radon Newton Stancil

Peace Of Mind Wealth Management

Raleigh, NC

CRD 5305441

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Employer firm

Peace Of Mind Wealth Management CRD 317067

$283M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

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

Current Employers
Peace Of Mind Wealth Management

4101 Lake Boone Trail Suite 111, Raleigh, NC 27607 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-03-17
NC RA APPROVED 2022-01-01
  • TX RA
    APPROVED
    Since 2023-03-17
  • NC RA
    APPROVED
    Since 2022-01-01

Branch Locations

4101 Lake Boone Trail Suite 111, Raleigh, NC 27607 • 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
Diversified Estate Service, Llc Raleigh NC 01/2001 04/2020
Reutemann Financial Solutions, Inc. Rockville MD 04/2012 11/2021
Peace Of Mind Wealth Management, Llc Raleigh NC 04/2020 Present
Pom Investment Strategies, Llc Raleigh NC 11/2021 Present
  • 01/2001 → 04/2020
    Diversified Estate Service, Llc
    Raleigh, NC
  • 04/2012 → 11/2021
    Reutemann Financial Solutions, Inc.
    Rockville, MD
  • 04/2020 → Present
    Peace Of Mind Wealth Management, Llc
    Raleigh, NC
  • 11/2021 → Present
    Pom Investment Strategies, Llc
    Raleigh, NC
Previous Registrations
  • 2012-08-27 → 2022-01-03
    Raleigh, NC
    Rockville, MD
    Raleigh, NC
  • 2009-11-13 → 2012-08-09
    Retirement Investment
    Raleigh, NC
  • 2008-01-18 → 2009-11-07
    Raleigh, NC
    Cary, NC
    Wheaton, IL
  • 2007-04-05 → 2008-01-16
    Diversified Estate Services, Llc
    Cary, NC
Other Businesses

PEACE OF MIND WEALTH MANAGEMENT, LLC, RALEIGH, NC, FIXED INSURANCE PRODUCTS, 04/2020, 25% OF TIME. I am licensed and sell fixed insurance products that are commissioned based. Owner; Investment related: Yes; 4101 Lake Boone Trail, Suite 111 Raleigh NC 27607 United States; Insurance agency; Duties: owner ; 2020-04-01; Hours per month devoted to business during trading hours: 25; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 25; Managing member, POM Tax Strategies, LLC. Tax preparation and filing services. Affiliated entity under common ownership. Hours per month devoted to business during trading hours - 25.

Designations
  • Certified Financial Planner
Other Names
  • Radon Newton Stancil

View on SEC IAPD

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