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Peter Anthony Fugger

Nrg Wealth Management

Oro Valley, AZ

Oro Valley, AZ

CRD 7867376

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Employer firm

Nrg Wealth Management CRD 289548

$242M regulatory AUM 4 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Nrg Wealth Management

12115 North Oracle Road Suite 151, Oro Valley, AZ 85737 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2024-07-24
CO RA APPROVED 2024-07-18
NE RA APPROVED 2024-07-18
CA RA APPROVED 2024-07-01
  • AZ RA
    APPROVED
    Since 2024-07-24
  • CO RA
    APPROVED
    Since 2024-07-18
  • NE RA
    APPROVED
    Since 2024-07-18
  • CA RA
    APPROVED
    Since 2024-07-01

Branch Locations

12115 North Oracle Road Suite 151, Oro Valley, AZ 85737 • United States

12115 North Oracle Road Suite 151, Oro Valley, AZ 85737 • 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
Nrg Wealth Management Oro Valley AZ 09/2022 07/2024
Trueshot Gun Club Tempe AZ 10/2019 09/2022
Spencer's Tv And Appliance Mesa AZ 05/2019 05/2020
Seton Catholic Preparatory Chandler AZ 02/2014 05/2019
Nrg Wealth Management Oro Valley AZ 07/2024 Present
  • 09/2022 → 07/2024
    Nrg Wealth Management
    Oro Valley, AZ
  • 10/2019 → 09/2022
    Trueshot Gun Club
    Tempe, AZ
  • 05/2019 → 05/2020
    Spencer's Tv And Appliance
    Mesa, AZ
  • 02/2014 → 05/2019
    Seton Catholic Preparatory
    Chandler, AZ
  • 07/2024 → Present
    Nrg Wealth Management
    Oro Valley, AZ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-07-01
  • S65 Uniform Investment Adviser Law Examination
    2024-07-01

View on SEC IAPD

Nearby Firms

RIDGE CAPITAL ADVISORS, LLC
EDWARD JONES
GRADIENT ADVISORS, LLC

Nearby Investors

Conner Frederick Kleinsasser
Breckin Clarke Kleinsasser
KELLY RALPH KLEINSASSER

Nearby Offices

RIDGE CAPITAL ADVISORS, LLC · ORO VALLEY, AZ
EDWARD JONES · ORO VALLEY, AZ
GRADIENT ADVISORS, LLC · Oro Valley, AZ

More in Oro Valley, AZ

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