Peter Quehl
Peter Quehl is a registered investment advisor at Osaic Wealth, INC., based in Fond Du Lac, WI, with 32 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
879 Forest Ave, Fond Du Lac, WI, 54935
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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 a member of Compass Rose Investments, LLC, the business management company for Waypoint Financial Solutions, and a Registered Rep/IAR for Waypoint Financial Solutions, Inc., dedicating about half his time to these activities. Peter also engages in insurance sales as a sole proprietor, spending minimal time on this.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Morgan Stanley Smith BarneyBroker
Morgan Stanley Smith Barney LLC
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Vision Asset Management INC
Vision Investment Services, INC.Broker
Focused Investments L.L.C.Broker
Mimlic Sales CorporationBroker
State Registrations6 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.