Peter Steger is a ChFC-designated registered investment advisor, based in Chicago, IL, with 42 years of industry experience.
Location
120 S LaSalle, Suite 1710, Chicago, IL, 60603
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Peter is an independent insurance agent for various companies since 1983 and also involved in business development for International Legacy Solutions, selling life insurance and VA life insurance, dedicating about a quarter of his time. He is also the president of The Efficient Edge, LLC, creating actuarial-based strategies to optimize return on capital invested in life insurance.
Employment History
Current Registrations
Kingswood Capital Partners, LLCBroker
Kingswood Wealth Advisors, LLC
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Valmark Advisers, INC.
Valmark Securities, INC.Broker
New England Securities Corporation
New England SecuritiesBroker
New England SecuritiesBroker
State Registrations4 states
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