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Laurie Michele Peer

RKL Private Wealth

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About Laurie Michele Peer

Laurie Michele Peer is a financial advisor registered with RKL Private Wealth. Laurie has been in the financial industry for over 15 years, serving a diverse clientele including individuals, families, businesses, and charitable organizations. Laurie is a Certified Financial Planner and her expertise lies in financial planning, portfolio management, and investment management. Laurie is a partner of RKL LLP, the parent company of RKL Wealth.

Firm Information

Laurie Peer is currently registered with RKL Private Wealth. RKL Private Wealth, based in Lancaster, PA, is an investment advisor with approximately $1.8 billion in regulatory assets under management. They offer a variety of services including financial planning, pension consulting, and portfolio management for individuals and businesses. The firm primarily serves high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations.
RKL Private Wealth

1800 FRUITVILLE PIKE

LANCASTER, PA 17601

$1.80B

Assets Under Management

9

Total Clients

22

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Laurie Peer’s Registration & Firm History

PA

01/12/2016 - Present

RKL Private Wealth (WYOMISSING PA)

PA

08/17/2006 - 12/31/2006

GENEOS WEALTH MANAGEMENT, INC. (WYOMISSING PA)

PA

03/31/2005 - 08/15/2006

WALNUT STREET SECURITIES, INC. (WYOMISSING PA)

CA

10/31/2000 - 07/24/2003

WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)

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Licenses & Designations

BOTH

Issued 11/16/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/30/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Laurie Michele Peer.
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