Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter John Quehl is a financial advisor with Osaic Wealth, Inc. based in Fond du Lac, WI. Peter has been in the financial services industry since 1993. Peter previously worked at Woodbury Financial Services, Inc. and Wells Fargo Clearing Services, LLC. Peter provides financial planning, pension consulting, educational seminars, selection of other advisors and portfolio management for businesses and individuals.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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
WI
01/19/2024 - Present
Osaic Wealth, Inc. (FOND DU LAC WI)
WI
04/14/2023 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (FOND DU LAC WI)
WI
09/30/2011 - 04/25/2023
WELLS FARGO CLEARING SERVICES, LLC (WEST ALLIS WI)
WI
11/16/2009 - 10/03/2011
CHASE INVESTMENT SERVICES CORP. (MILWAUKEE WI)
WI
06/01/2009 - 12/01/2009
MORGAN STANLEY SMITH BARNEY (MILWAUKEE WI)
WI
08/10/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (MILWAUKEE WI)
FL
05/19/1999 - 12/31/2005
VISION INVESTMENT SERVICES, INC. (MIAMI FL)
IL
05/10/1995 - 05/21/1998
FOCUSED INVESTMENTS L.L.C. (CHICAGO IL)
MN
05/28/1992 - 03/31/1995
MIMLIC SALES CORPORATION (ST. PAUL MN)
BOTH
Issued 03/23/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/12/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/01/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/1997
Series 7 - General Securities Representative Examination
BC
Issued 05/26/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Peter Quehl is the right advisor for you? Invested Better is here to help.
