PK
ChFC
PK
ChFC

Peter Alexander Kitzerow

41 Years of Experience
Broker
Areas of Practice
Retirement PlanningFinancial Planning & CoachingEducation PlanningTax PlanningEstate PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
25 advisors
Number of Clients
78 clients
Average Client Portfolio
$578K average
Assets Under Management
$45.1M
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Location

5955 Deerfield Blvd., Mason, OH, 45040

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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 Activities

Peter is the president of Free Market Financial, Inc., focusing on RIA operations. He dedicates about a quarter of his time to this role.

Employment History
Current Registrations
Quincy Wells Advisors, LLC
August 2025 - Present · 6 mos
Great Point Capital LLC
December 2024 - Present · 1 yr 2 mos
Great Point Capital LLCBroker
December 2024 - Present · 1 yr 2 mos
Previous Registrations
Freedom Investment Management, INC.
April 2021 - July 2025 · 4 yrs 3 mos
Matson Money, INC.
February 2021 - August 2025 · 4 yrs 6 mos
Provident Wealth Advisors, LLC
August 2015 - February 2016 · 6 mos
Free Market Financial, INC.
July 2011 - August 2025 · 14 yrs 1 mo
Southern Trust Securites Asset Management, INC.
May 2009 - July 2011 · 2 yrs 2 mos
Southern Trust Securities, INC.Broker
March 2009 - July 2011 · 2 yrs 4 mos
Cis Asset Management, INC
July 2004 - August 2007 · 3 yrs 1 mo
Capital Investment Services, INC.Broker
June 2004 - August 2007 · 3 yrs 2 mos
Linsco/private Ledger CORP.
March 2003 - June 2004 · 1 yr 3 mos
Linsco/private Ledger CORP.Broker
March 2003 - June 2004 · 1 yr 3 mos
Park Avenue Securities LLC
February 2003 - February 2003 · 0 mos
Park Avenue Securities LLCBroker
May 1999 - February 2003 · 3 yrs 9 mos
Guardian Investor Services CorporationBroker
September 1989 - May 1999 · 9 yrs 8 mos
Cigna Securities, INC.Broker
March 1984 - September 1989 · 5 yrs 6 mos
Mutual of Omaha Fund Management CompanyBroker
December 1982 - April 1984 · 1 yr 4 mos
State Registrations4 states
FLNCSCTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Peter Alexander Kitzerow - Financial Advisor | TrueAdvisor