Peter Wessner
Peter Wessner is a registered investment advisor at Ameriprise Financial Services, LLC, based in Houston, TX, with 21 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.
Location
800 Bering Dr Ste 105, Houston, TX, 77057
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2008Other Business Activities
Peter owns multiple real estate properties, including single-family homes, commercial property, multi-family housing, and land. Peter also owns Creek Empire LLC, a consulting business, dedicating about 10-20% of his time to it.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
B Riley Wealth Management
B. Riley Wealth ManagementBroker
Sanders Morris Harris INC.
Sanders Morris Harris INC.Broker
Abshier, Webb, Donelly, & Baker, INC.
Abshier Webb Donnelly & Baker, INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations2 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.