Peter Uihlein is a CFP-designated registered investment advisor at Lifeworks Advisors, LLC, based in Indianapolis, IN, with 15 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Education Planning, and 7 more. Their firm serves 1,814 clients with $970M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The advisory fee is up to 1.50% annually of the assets under management and is negotiable based on the aggregate assets under management with Lifeworks Advisors.
Fee Estimator
Location
Indianapolis, IN
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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 Activities
Peter serves on the board of directors for St. Nicholas Early Learning, Inc., a daycare, assisting with governance, fundraising, development, and community reach. This activity requires minimal time.
Employment History
Current Registrations
Lifeworks Advisors, LLC
Previous Registrations
Vincere Wealth Management, LLC
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
TD Ameritrade Investment Management, LLC
TD Ameritrade, INC.Broker
TD Ameritrade, INC.
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
BMO Harris Financial Advisors, INC
BMO Harris Financial Advisors, INC.Broker
Associated Investment Services, INC.Broker
State Registrations1 state
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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