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Peter Crimmins

27 Years of Experience
Mesa, AZ
BrokerSells Insurance

Peter Crimmins is a registered investment advisor at Cetera Investment Advisers LLC, based in Mesa, AZ, with 27 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

2929 N Power Road, Suite 101, Mesa, AZ, 85215

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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 ActivitiesSells Insurance

Peter sells fixed insurance products including life, health, disability, fixed annuities, and long-term care, dedicating a few hours per week. He also works full-time as a financial professional for Wilde Wealth Management and Tasso Financial, and spends minimal time as a board member for Red Mountain Community Church.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 4 mos
Cetera Advisors LLC
October 2023 - Present · 2 yrs 9 mos
Cetera Advisors LLCBroker
October 2023 - Present · 2 yrs 9 mos
Previous Registrations
Cetera Advisors LLC
October 2023 - March 2024 · 5 mos
Oneamerica Securities, INC.
September 2017 - November 2023 · 6 yrs 2 mos
Oneamerica Securities, INC.Broker
September 2017 - November 2023 · 6 yrs 2 mos
Geneos Wealth Management, INC.
December 2012 - September 2017 · 4 yrs 9 mos
Geneos Wealth Management, INC.Broker
November 2012 - September 2017 · 4 yrs 10 mos
Capital Analysts, INC
June 2012 - December 2012 · 6 mos
Lincoln Investment Planning, INC
June 2012 - December 2012 · 6 mos
Lincoln InvestmentBroker
June 2012 - December 2012 · 6 mos
Capital Analysts Incorporated
January 2009 - June 2012 · 3 yrs 5 mos
Capital Analysts, IncorporatedBroker
January 2009 - June 2012 · 3 yrs 5 mos
MML Investors Services, INC.
January 2004 - February 2009 · 5 yrs 1 mo
MML Investors Services, INC.Broker
February 2003 - February 2009 · 6 yrs
State Farm Vp Management CORP.Broker
May 1998 - February 2003 · 4 yrs 9 mos
State Registrations15 states
AZCACOGAHIIAIDILMIMNOHORTXUTWA
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 Crimmins - Financial Advisor | TrueAdvisor