Peter Kosanke
Peter Kosanke is a CFP-designated registered investment advisor at Holton & Kosanke Wealth Management, LLC, based in Tucson, AZ, with 26 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Divorce Planning, Education Planning, Estate Planning, and 4 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Holton & Kosanke Wealth Management does not directly manage investments. Instead, they recommend third-party investment managers. These managers charge between 0.50% and 2.00% of your portfolio annually. Holton & Kosanke receives a portion of this fee, ranging from 0.25% to 1.25%, for their continued consultation.
Location
Tucson, AZ
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Regulatory History (1)
Customer Dispute
May 2011Other Business ActivitiesSells Insurance
Peter has been an independent insurance agent since 2012, offering insurance products and services. This activity takes about a quarter of his time.
Employment History
Current Registrations
Holton & Kosanke Wealth Management, LLC
Previous Registrations
Next Financial Group, INC.
Next Financial Group, INC.Broker
Marathon Advisors, INC
Securian Financial Services, INC.Broker
Cri Securities, LLCBroker
State Registrations6 states
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.