Pete Scheurman

Employer firm

LPl Enterprise, LLC CRD 8733

$24.9B regulatory AUM 12,118 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 02/2016 → 06/2017
  Metlife Securities Inc
  West Des Moines, IA
• 03/2017 → 06/2017
  Mml Investors Services, Llc
  West Des Moines, IA
• 06/2017 → 08/2019
  Axa Advisors, Llc
  New York, NY
• 09/2019 → 11/2024
  Pruco Securities, Llc.
  West Des Moines, IA
• 09/2019 → Present
  Prudential Insurance Company Of America
  West Des Moines, IA
• 11/2024 → Present
  Lpl Enterprise, Llc
  West Des Moines, IA

Previous Registrations

• 2019-09-20 → 2024-11-14
  Pruco Securities, Llc.
  Omaha, NE
  West Des Moines, IA
  West Des Moines, IA
  Wauwatosa, WI
• 2017-06-02 → 2019-08-13
  Equitable Advisors, Llc
  West Des Moines, IA
• 2017-03-25 → 2017-06-06
  Mml Investors Services, Llc
  West Des Moines, IA
• 2016-02-17 → 2017-03-25
  Msi Financial Services, Inc.
  West Des Moines, IA
• 2013-09-23 → 2015-11-03
  Edward Jones
  Ankeny, IA
  Windsor Heights, IA
  St Louis, MO
  Des Moines, IA

Exams

• S66 Uniform Combined State Law Examination
  2013-07-26

Other Names

• Pete Derek Scheurman
• Peter Derek Scheurman