PR
PR

Peter Reiner

19 Years of Experience
Elk River, MN
BrokerSells Insurance

Peter Reiner is a registered investment advisor at Cetera Investment Advisers LLC, based in Elk River, MN, with 19 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
Loading...

Location

630 Main St, Elk River, MN, 55330

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Peter is an independent insurance agent selling fixed insurance products since 2006, a registered representative at The Bank of Elk River since 2007 selling securities and insurance, and a financial advisor with Realize Financial Advisors since 2019 selling insurance, securities, and investment products. Each of these activities takes up a full-time commitment.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
June 2021 - Present · 4 yrs 11 mos
Previous Registrations
Cetera Advisor Networks LLC
June 2021 - June 2023 · 2 yrs
Voya Financial Advisors, INC.
January 2014 - June 2021 · 7 yrs 5 mos
Voya Financial Advisors, INC.Broker
March 2007 - June 2021 · 14 yrs 3 mos
Edward D. Jones & CO., L.P.Broker
September 1998 - April 1999 · 7 mos
State Registrations12 states
AKAZCACOFLMNNCNYSDTNTXWI
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.