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Peter Keilman

Private Capital Management, LLC

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About Peter Keilman

Peter Keilman is a financial advisor with Private Capital Management, LLC. Peter has been in the financial services industry since 2000. Peter holds the Series 6, 7, and 63 licenses. Peter has a strong background in providing financial planning services and specializes in serving high-net-worth individuals, corporations, and charitable organizations. Peter also has experience with pension consulting and portfolio management for businesses and individuals. Peter is a Certified Financial Planner and a Chartered Financial Analyst.

Firm Information

Peter Keilman is currently registered with Private Capital Management, LLC. Private Capital Management, LLC is an investment advisor headquartered in Denver, Colorado, with a focus on providing financial planning, pension consulting, and portfolio management services for individuals, corporations, businesses, and charitable organizations. The firm manages over $1.7 billion in assets and has a team of 15 investment advisor representatives.
Private Capital Management, LLC

200 FILLMORE STREET

DENVER, CO 80206

$1.74B

Assets Under Management

Not reported

Total Clients

13

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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Peter Keilman’s Registration & Firm History

CO

10/20/2020 - Present

Private Capital Management, LLC (DENVER CO)

CO

12/13/2013 - 08/19/2016

SECURITIES AMERICA, INC. (WESTMINSTER CO)

CO

04/18/2000 - 03/07/2013

JANUS DISTRIBUTORS LLC (DENVER CO)

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Licenses & Designations

BC

Issued 04/20/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/19/2016

SIE - Securities Industry Essentials Examination

BC

Issued 06/08/2002

Series 7 - General Securities Representative Examination

BC

Issued 04/17/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Peter Keilman.
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