Peter Charles Claeys

Arbor Financial Services, LLC

26 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & Coaching

Arbor Financial Services, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

4 advisors

Number of Clients

232 clients

Average Client Portfolio

$489K average

Assets Under Management

$113.4M

Fee Structure

Location

2001 Butterfield Road, Suite 500, Downers Grove, IL, 60515

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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.

Other Business Activities

Peter's holding company, Profitability Concepts & Consulting, LLC, exists solely for 100% ownership of Arbor Financial Services, LLC. This activity is not investment-related.

Employment History

Current Registrations

Arbor Financial Services, LLC

October 2009 - Present · 16 yrs 4 mos

Previous Registrations

Morgan Stanley Smith Barney LLC

June 2009 - October 2009 · 4 mos

Morgan Stanley & CO. Incorporated

April 2007 - June 2009 · 2 yrs 2 mos

Morgan Stanley

February 1999 - April 2007 · 8 yrs 2 mos

State Registrations2 states

ILTX

Advisor

Exams

No exam information available for this advisor.