Peter Fenger

955,800 advisory clients

Reported services (Item 5G)

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

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

Authority	Category	Status	Date
AZ	RA	APPROVED	2024-05-15

Branch Locations

Mesa, AZ • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Hd Vest Investment Services	Mesa	AZ	06/2016	04/2017
Fenger Financial Pllc	Mesa	AZ	08/2010	04/2024
Avantax Investment Services, Inc.	Mesa	AZ	02/2022	04/2024
Avantax Advisory Services	Mesa	AZ	02/2022	04/2024
Chess Emporium, Llc	Tempe	AZ	08/2017	08/2019
Midfirst Bank Commercial And Private Banking Internship	Scottsdale	AZ	05/2023	07/2023
Chase Bank	Mesa	AZ	09/2023	04/2024
Charles Schwab & Co., Inc.	Mesa	AZ	04/2024	Present

06/2016 → 04/2017

Hd Vest Investment Services

Mesa, AZ
08/2010 → 04/2024

Fenger Financial Pllc

Mesa, AZ
02/2022 → 04/2024

Avantax Investment Services, Inc.

Mesa, AZ
02/2022 → 04/2024

Avantax Advisory Services

Mesa, AZ
08/2017 → 08/2019

Chess Emporium, Llc

Tempe, AZ
05/2023 → 07/2023

Midfirst Bank Commercial And Private Banking Internship

Scottsdale, AZ
09/2023 → 04/2024

Chase Bank

Mesa, AZ
04/2024 → Present

Charles Schwab & Co., Inc.

Mesa, AZ

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-08-08

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