PI
PI

Peter Ingraham

28 Years of Experience
Fort Collins, CO
2 DisclosuresBroker

Peter Ingraham is a registered investment advisor at Wells Fargo Advisors, based in Fort Collins, CO, with 28 years of industry experience. Peter is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14674 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

460 S College Ave, Fort Collins, CO, 80524

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2013
Denied
Customer Dispute
December 2008
Settled
Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
January 2011 - Present · 15 yrs 9 mos
Wells Fargo Advisors
January 2011 - Present · 15 yrs 9 mos
Previous Registrations
Wells Fargo Investments, LLCBroker
June 2004 - January 2011 · 6 yrs 7 mos
Wells Fargo Investments, LLC
June 2004 - January 2011 · 6 yrs 7 mos
UBS Financial Services INC.
November 2002 - May 2004 · 1 yr 6 mos
UBS Financial Services INC.Broker
October 2002 - May 2004 · 1 yr 7 mos
Charles Schwab & CO., INC.Broker
August 1998 - October 2002 · 4 yrs 2 mos
State Registrations16 states
AZCACOFLIAKSNCNENHNJNVNYTXVTWAWY
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.
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