Peter Koleske is a registered investment advisor, based in Brookfield, WI, with 24 years of industry experience.
Location
15700 W. Bluemound Road, Brookfield, WI, 53005
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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.
Learn about disclosures →Employment History
Current Registrations
Cetera Investment Services LLCBroker
June 2025 - Present · 11 mos
Cetera Investment Advisers LLC
June 2025 - Present · 11 mos
Previous Registrations
Wintrust Investments LLCBroker
April 2022 - December 2023 · 1 yr 8 mos
Wintrust Investments
April 2022 - December 2023 · 1 yr 8 mos
U.S. Bancorp Investments, INC.
February 2018 - December 2021 · 3 yrs 10 mos
U.S. Bancorp Investments, INC.Broker
February 2018 - December 2021 · 3 yrs 10 mos
BMO Harris Financial Advisors, INC
July 2013 - January 2018 · 4 yrs 6 mos
BMO Harris Financial Advisors, INC.Broker
July 2013 - January 2018 · 4 yrs 6 mos
J.P. Morgan Securities LLCBroker
June 2009 - January 2013 · 3 yrs 7 mos
J.P. Morgan Securities LLC
June 2009 - May 2012 · 2 yrs 11 mos
UBS Financial Services INC.
January 2008 - June 2009 · 1 yr 5 mos
UBS Financial Services INC.Broker
November 2007 - June 2009 · 1 yr 7 mos
Invest Financial CorporationBroker
March 1999 - June 2001 · 2 yrs 3 mos
Fiserv Investor Services, INC.Broker
May 1998 - March 1999 · 10 mos
Ffp Securities, INC.Broker
April 1997 - May 1998 · 1 yr 1 mo
Geneva Securities,inc.Broker
May 1996 - April 1997 · 11 mos
Ffp Securities, INC.Broker
April 1996 - May 1996 · 1 mo
Elan Investment Services, INC.Broker
May 1995 - April 1996 · 11 mos
Robert W. Baird & CO. IncorporatedBroker
June 1992 - May 1995 · 2 yrs 11 mos
State Registrations10 states
AZCAFLIAMNMONVOHORWI
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.