Peter Eickelberg

Employer firm

Able Financial Group, LLC CRD 323646

$733M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

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

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

Current Employers

Employment History

• 04/2014 → 05/2020
  Alpha Fiduciary
  Phoenix, AZ
• 01/2022 → 01/2023
  Wells Fargo Advisors Financial Network, Llc
  Scottsdale, AZ
• 09/2020 → 01/2022
  Frontview Consulting, Llc
  Phoenix, AZ
• 11/2020 → 01/2021
  Sur La Table
  Scottsdale, AZ
• 06/2020 → 08/2020
  Trustbank
  Phoenix, AZ
• 01/2023 → Present
  Able Financial Group, Llc
  Scottsdale, AZ
• 01/2023 → Present
  Private Client Services
  Scottsdale, AZ

Previous Registrations

• 2022-02-25 → 2023-02-07
  Wells Fargo Advisors Financial Network, Llc
  Scottsdale, AZ
• 2014-05-02 → 2020-06-08
  Alpha Fiduciary
  Scottsdale, AZ
• 2009-02-13 → 2014-03-25
  Keats, Connelly & Associates, Inc
  Phoenix, AZ
• 2007-11-13 → 2011-10-21
  Cross Border Tax & Accounting, Llc
  Phoenix, AZ
• 2006-04-25 → 2010-06-23
  Keats Connelly And Associates Inc.
  Phoenix, AZ

Other Businesses

1) ABLE Financial Group. 8737 E Via De Commercio, Ste 100, Scottsdale, AZ 85258. RIA. 173 hrs/mo; 141 during trading hrs. 2) Frontview Consulting. 4226 N 34th St, Phoenix, AZ 58018. Consulting Firm used for various kinds of projects. Owner/Consultant. 0 hrs/mo. 3) Eickelberg Family Trust. 410 East Paradise Lane, Phoenix, AZ 85032. Family trust for the benefit of my mom during her lifetime and then for heirs upon her passing. Co trustee with my mom. 0 hrs/mo/ Investment related.

Exams

• S63 Uniform Securities Agent State Law Examination
  2022-03-25
• S65 Uniform Investment Adviser Law Examination
  2006-04-21

Designations

• Certified Financial Planner
• Chartered Financial Analyst

Other Names

• Peter Martin Eickelberg