Unclaimed
Peter Zwart is a financial advisor with LPL Enterprise, LLC. Peter is registered with the state of Iowa and Minnesota. Peter has been in the financial services industry since 2017. Peter is a licensed agent and provides financial planning, portfolio management for individuals and businesses, educational seminars, and consulting and other non-discretionary advisory services.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
MN
12/04/2024 - Present
LPL Enterprise, LLC (ST. LOUIS PARK MN)
MN
10/10/2017 - 11/10/2023
THRIVENT INVESTMENT MANAGEMENT INC. (Mankato MN)
BOTH
Issued 09/22/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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