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Peter James Newman

Peak Wealth Planning, LLC

Chicago, IL

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Current Employers
Peak Wealth Planning, Llc

4311 North Ravenswood Ave Suite 217, Chicago, IL 60613 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2014-02-14
  • IL RA
    APPROVED
    Since 2014-02-14

Branch Locations

4311 North Ravenswood Ave Suite 217, Chicago, IL 60613 • 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
University Of Illinois Urbana IL 08/1993 08/2020
Peak Wealth Planning, Llc Chicago IL 01/2014 Present
Designations

View on SEC IAPD

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Other Offices

BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL
PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL
GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL
GUGGENHEIM INVESTMENTS · CHICAGO, IL
PEKIN HARDY STRAUSS, INC. · CHICAGO, IL
SPIDERROCK ADVISORS, LLC · CHICAGO, IL
PROSPECT PARTNERS ADVISORS LLC · CHICAGO, IL
DOYENNE WEALTH ADVISORS · CHICAGO, IL

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