PB
CFP
PB
CFP

Peter Bender

24 Years of Experience
Saginaw, MI
Broker

Peter Bender is a CFP-designated registered investment advisor, based in Saginaw, MI, with 24 years of industry experience.

Location

5300 Bay Road, Ste 100, Saginaw, MI, 48604

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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.

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Other Business Activities

Peter is involved in various business activities, including roles at Yeo & Yeo Wealth Management, Avantax Planning Partners, and Yeo & Yeo, PC, taking up a significant amount of his time. He also holds several trustee and board member positions for various organizations and trusts.

Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
September 2025 - Present · 10 mos
Avantax Planning Partners, INC.
May 2018 - Present · 8 yrs 2 mos
Previous Registrations
Avantax Investment Services, INC.Broker
September 2020 - September 2025 · 5 yrs
Proequities, INC.Broker
September 2019 - September 2020 · 1 yr
Cetera Investment Advisers LLC
May 2010 - November 2013 · 3 yrs 6 mos
Cetera Financial Specialists LLCBroker
June 2004 - November 2013 · 9 yrs 5 mos
Hochman & Baker Securities, INC.Broker
May 1997 - June 2004 · 7 yrs 1 mo
State Registrations2 states
MINV
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.
Peter Bender - Financial Advisor | TrueAdvisor