David John Peichert

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 06/2006 → Present
  Peichert Wealth Management Llc
  Middletown, CT
• 09/2014 → 06/2021
  Voya Financial Advisors
  Middletown, CT
• 06/2021 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2000-02-16 → 2021-06-09
  Voya Financial Advisors, Inc.
  Avon, CT
  Meriden, CT
  Meriden, CT
  Middletown, CT
  East Granby, CT
  Windsor, CT

Other Businesses

NAME OF ENTITY:CONCENTRIC BREWING COMPANY; No; 91 MAIN STREET; PORTLAND; CT; 06480; BREWERY MANUFACTURING BEER; CO-OWNER; 4/15/2016; 50; 4; BREWING BEER,SERVING BEER AND MANAGERIAL ROLES|NAME OF ENTITY:Peichert Wealth Management, LLC; Yes; SAME AS REGISTERED LOCATION; DBA; owner; 6/1/2006; 160; 160; sales and service of fixed insurance products|NAME OF ENTITY: Independent Insurance Agent; Yes; 90 COURT ST, Suite 207; Middletown; CT; 6457; Fixed Insurance Sales; Independent Insurance Agent; 1/1/2000; 1; 1; Sales of Fixed Insurance Products|

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-02-11
• S63 Uniform Securities Agent State Law Examination
  1998-01-30

Designations

• Certified Financial Planner

Other Names

• David J Peichert