Peter Kosanke
Peter Kosanke is a CFP-designated registered investment advisor at Holton & Kosanke Wealth Management, LLC, based in Tucson, AZ, with 27 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 6 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Holton & Kosanke Wealth Management does not manage investments directly, but instead refers clients to third-party investment managers. These third-party managers charge an annual fee ranging from 0.50% to 2.00% of your portfolio's value, paid quarterly. Holton & Kosanke Wealth Management receives a portion of this fee, ranging from 0.25% to 1.25%, for ongoing consultation and coordination. The combined total advisory fee will never exceed 3.00% of your assets.
Location
Tucson, AZ
Get directionsHistory
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 Registrations7 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.
Exams
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