PE
ChFC
PE
ChFC

Peter Elliott

44 Years of Experience
Spokane Valley, WA
BrokerSells Insurance

Peter Elliott is a ChFC-designated registered investment advisor at Northwestern Mutual Investment Services,llc, based in Spokane Valley, WA, with 44 years of industry experience. Peter is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 1 clients.

Compensation
Fixed/Hourly
Firm Size
2131 advisors
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

12939 E Pinecroft Way, Suite 200, Spokane Valley, WA, 99216

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Peter is an insurance agent. He may earn commissions from insurance companies not affiliated with Northwestern Mutual for sales of non-variable life, health, annuity, and/or disability income insurance products.

Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
May 2005 - Present · 21 yrs 5 mos
Northwestern Mutual Investment Services, LLCBroker
April 1982 - Present · 44 yrs 6 mos
Previous Registrations
Robert W. Baird & CO. IncorporatedBroker
March 1987 - January 2002 · 14 yrs 10 mos
State Registrations15 states
AZCACOGAIAIDINMTNVOKORTXUTVAWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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