PA
CFP
PA
CFP

Peter C Amling

16 Years of Experience
Areas of Practice
Financial Planning & CoachingTax PlanningEstate PlanningInvestment ManagementRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
29 advisors
Number of Clients
2,358 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$3.4B

Fee Structure

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Location

155 North Wacker Drive, Suite 4250, Chicago, IL, 60606-1750

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Peter is the owner and sole member of Pioneer Trains LLC, a model train retailer, since September 2023. He dedicates minimal time to this non-investment-related business.

Employment History
Current Registrations
Steelpeak Wealth, LLC
July 2025 - Present · 7 mos
Previous Registrations
Mission Wealth Management, LP
April 2024 - April 2024 · 0 mos
Amling Investments LLC
March 2009 - August 2025 · 16 yrs 5 mos
State Registrations1 state
IL
Advisor
Exams
No exam information available for this advisor.