Peter Jacob Amrein

Current Employers

Employment History

• 07/2015 → 09/2017
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 07/2016 → 09/2017
  Northwestern Mutual Investment Services, Llc
  Knoxville, TN
• 04/2017 → 09/2017
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 09/2017 → 11/2019
  Massmutual
  Knoxville, TN
• 02/2018 → 11/2019
  Mml Investors Services, Llc
  Knoxville, TN
• 11/2019 → 01/2024
  M Holdings Securities, Inc.
  Portland, OR
• 11/2019 → Present
  The Benefits Group, Llc
  Knoxville, TN
• 01/2024 → Present
  Concorde Investment Services
  Ann Arbor, MI
• 01/2024 → Present
  Concorde Asset Management
  Ann Arbor, MI

Previous Registrations

• 2023-12-12 → 2024-01-02
  M Holdings Securities, Inc.
  Portland, OR
  Knoxville, TN

Other Businesses

1) Concorde Asset Management, Investment related, Livonia Mi 48152, Investment Advisory Services, Investment Advisory representative, servicing advisory clients. Start date 01/08/2024, 1-5 hours/month during non trading hours, 21-40 hours/month during trading hours. 2) Concorde Insurance Agency, Investment related, Livonia Mi 48152, Variable Insurance Products, Agent, selling insurance products. Start date 01/08/2024, 1-5 hours/month during non trading hours, 11-20 hours/month during trading hours. 3) SRA 831b. Investment related. Start date: 7/16/2025. Eagle, Idaho 83616. Referral Rep. 1-5 hours/month during trading and non-trading hours. 3) Amrein Wealth Strategists, LLC Investment related, 3232 Kenilworth Lane, Knoxville TN, 37917, OSJ Livonia MI 48152. Owner; Sales, marketing, review of real estate, retirement, and insurance planning products; Investment Related; 160 hours/month; 160 hours/month during business hours; Commissions and fees from fixed and insurance products, real estate transactions and other securities business. begin 1/9/2024 4) Oh Balls, LLC. Non-investment related. Animated Comedy Production. Reno, NV 89509. Creative Director/Co-Producer. Give creative direction on writing and marketing and production materials. 6-10 hrs/month during non-business hrs. 1-5 hrs/month during business hrs. 5) Cornerstone Business Services, non-investment related. Green Bay, WI. Wealth Strategist, refers clients that are selling or considering selling their business through Cornerstone. Start date: 7/16/2025. 1-5 hours a month during business hours, 1-5 hours a month during non-business hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-08-23
• S63 Uniform Securities Agent State Law Examination
  2017-01-28

Other Names

• Peter Jacob Amrein
• Peter Amrein