Peter Munson is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Negaunee, MI, with 26 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
430 Us Highway 41 C, Negaunee, MI, 49866
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Peter owns Munson Corp DBA Munson Retirement Solutions, dedicating nearly full-time hours to this financial practice. He also has a small ownership stake in PSCLM Holdings LLC for commercial real estate investing, serves as a board member for the City of Negaunee Downtown Development Authority, and owns Munson Tax Solutions, spending about 10-20% of his time on tax return preparation.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Edward JonesBroker
Franklin Financial Services CorporationBroker
State Registrations12 states
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