Peter Maris
Peter Maris is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Wilmette, IL, with 34 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
1000 Skokie Blvd.. Suite 525, Wilmette, IL, 60091
Get directionsHistory
Regulatory History (3)
Customer Dispute
September 2020Customer Dispute
October 2004Customer Dispute
January 2002Other Business ActivitiesSells Insurance
Peter is a trustee for two trusts and also works for Resource Financial Group, Ltd. At Resource Financial Group, Peter is an agent for fixed insurance sales, a financial advisor providing tax planning services, and the President & COO providing advisory and financial planning services, taking nearly full-time hours.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Resource Financial Group, LTD.
Previous Registrations
Securities America, INC.Broker
Securities Service Network, LLCBroker
Aig Financial Advisors, INC.Broker
Resource Financial Group, LTD.
Sunamerica Securities, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations27 states
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.