Peter Heimerman
Peter Heimerman is a registered investment advisor at LPL Financial LLC, based in Richfield, WI, with 23 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
1717 Wolf Road, Unit E, Richfield, WI, 53076
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Regulatory History
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 operates Straight Arrow Financial Group as a DBA for LPL and IAA business and provides investment advisory services through Independent Advisor Alliance, dedicating full-time hours to these activities. He is also an agent for non-variable insurance like LTC and disability through Sage Insurance Partners, spending a few hours per week on this.
Employment History
Current Registrations
LPL Financial LLCBroker
Independent Advisor Alliance, LLC
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
State Registrations10 states
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