Peter James Kling

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

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

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

Current Employers

Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2019-01-04
WI	RA	APPROVED	2018-03-19

TX RA
APPROVED

Since 2019-01-04
WI RA
APPROVED

Since 2018-03-19

Branch Locations

1448 Hamilton Ave, New Richmond, WI 54017-0000 • 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

Organization	City	State	From	To
Edward Jones	Saint Louis	MO	01/2018	Present
Bremer Bank	Amery	WI	10/2013	12/2017

01/2018 → Present

Edward Jones

Saint Louis, MO
10/2013 → 12/2017

Bremer Bank

Amery, WI

Other Businesses

Cavanaugh 160 Spring Brook, WI Start date: 11/18/2017 Owner Hours per week: 0 Hours during trading: 0 Part owner of family deer hunting cabin * KL8 Properties LLC Type of business: Real Estate Holding Company New Richmond, WI Start date: 11/20/2024 Member Hours per week: 3 Hours during trading: 1 Maintain property

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-03-16

S66 Uniform Combined State Law Examination

2018-03-16

Designations

Certified Financial Planner

View on SEC IAPD