Best Investors Account Sign in
Inactive

Peter James Steigerwald

4Wealth Advisors, Inc.

Fountain Hills, AZ

Burr Ridge, IL

CRD 5921248

Claim This Profile
Employer firm

4Wealth Advisors, Inc. CRD 129727

$275M regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
4Wealth Advisors, Inc.

745 Mcclintock Drive Suite 150, Burr Ridge, IL 60527-6490 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2022-01-04
  • IL RA
    APPROVED
    Since 2022-01-04

Branch Locations

Fountain Hills, AZ • United States

745 Mcclintock Drive Suite 150, Burr Ridge, IL 60527-6490 • 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
The Lending Company Scottsdale AZ 02/2010 Present
Retirement Income Management, Inc. Warrenville IL 06/2013 03/2023
4 Wealth Advisors, Inc Burr Ridge IL 11/2021 Present
  • 02/2010 → Present
    The Lending Company
    Scottsdale, AZ
  • 06/2013 → 03/2023
    Retirement Income Management, Inc.
    Warrenville, IL
  • 11/2021 → Present
    4 Wealth Advisors, Inc
    Burr Ridge, IL
Previous Registrations
  • 2013-06-24 → 2023-03-28
    Retirement Income Management, Inc.
    Warrenville, IL
    Warrenville, IL
  • 2011-08-10 → 2013-04-08
    Capital Management Associates,Inc.
    Scottsdale, AZ
Other Businesses

VP MORTGAGE LENDING GUARANTEED RATE, CHICAGO, IL. 2012

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-06-17
  • S65 Uniform Investment Adviser Law Examination
    2011-06-17
Other Names
  • Peter Steigerwald

View on SEC IAPD

More in Fountain Hills, AZ

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor