PK
CFP
PK
CFP

Peter Krewet

8 Years of Experience
Southlake, TX
BrokerSells Insurance

Peter Krewet is a CFP-designated registered investment advisor, based in Southlake, TX, with 8 years of industry experience.

Location

1560 E Southlake Blvd, Suite 100, Southlake, TX, 76092

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Peter works as an agent/broker for North Star Consultants & North Star Brokerage, selling fixed insurance products, dedicating minimal time. He also operates North Star Consultants of Texas as a DBA for financial services, spending minimal time.

Employment History
Current Registrations
Cetera Wealth Services, LLC
August 2023 - Present · 2 yrs 11 mos
Cetera Investment Advisers LLC
August 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
August 2023 - Present · 2 yrs 11 mos
Previous Registrations
Securian Financial Services, INC.
November 2017 - August 2023 · 5 yrs 9 mos
Cri Securities, LLC
November 2017 - October 2021 · 3 yrs 11 mos
Securian Financial Services, INC.Broker
July 2017 - August 2023 · 6 yrs 1 mo
Cri Securities, LLCBroker
July 2017 - October 2021 · 4 yrs 3 mos
State Registrations25 states
AZCACTFLGAHIKYLAMAMDMNMOMSNCNHNJNYOHPASCTNTXVAWAWI
AdvisorBrokerBoth

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
No exam information available for this advisor.
Peter Krewet - Financial Advisor | TrueAdvisor