Brian Steven Peters

Employer firm

Creative Planning CRD 105348

$296B regulatory AUM 1,767 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2016 → 04/2017
  Congress Wealth Management Llc
  Boston, MA
• 04/2017 → Present
  Creative Planning
  Franklin, TN

Previous Registrations

• 2016-01-14 → 2017-04-27
  Congress Wealth Management Llc
  New York, NY
  Boston, MA

Designations

• Certified Financial Planner
• Chartered Financial Analyst