Peter Nordenberg is a registered investment advisor at Gentian Financial, INC., based in Mequon, WI, with 14 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more.
Compensation
Firm Size
IM Fee
Fee Structure
Gentian Financial charges flat fees for financial planning and investment consulting services, ranging from $250 to $25,000, depending on the scope of advice, the nature and number of investments, the amount of research required, and the number of reports requested. For limited circumstances, an hourly fee may be available, ranging from $150 to $300 per hour.
Location
12740 North River Road, Mequon, WI, 53092
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Peter is a Director at Gentian Financial, Inc. since 2015, handling day-to-day operations and client relationships, dedicating about half of his time. He also works as an Associate/Employee at Gentian Financial, Inc. as an independent RIA, assisting in operations, security research, and client management, also dedicating about half of his time.
Employment History
Current Registrations
Gentian Financial, INC.
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Filbrandt Investment Advisers Incorporated
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations39 states
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