Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Knutson is a financial advisor at Allworth Financial, LP. Peter is a CERTIFIED FINANCIAL PLANNER™ professional with over 29 years of experience in the financial services industry. Peter has a wide range of experience in providing financial planning and investment management services to individuals, families, businesses, and non-profit organizations. Peter is committed to helping clients achieve their financial goals.
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.
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2
KS
04/26/2023 - Present
Allworth Financial, LP (Lawrence KS)
KS
10/24/2005 - 04/20/2023
CETERA ADVISOR NETWORKS LLC (LAWRENCE KS)
PA
06/10/2003 - 10/24/2005
BLUE VASE SECURITIES, LLC (WASHINGTON PA)
MA
12/13/2001 - 05/30/2003
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
SC
04/30/2001 - 12/14/2001
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
PA
10/13/1993 - 05/17/2001
LINCOLN INVESTMENT PLANNING, INC. (FORT WASHINGTON PA)
IA
Issued 02/16/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/12/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/11/1996
Series 24 - General Securities Principal Examination
BC
Issued 04/26/2023
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/1995
Series 7 - General Securities Representative Examination
BC
Issued 10/12/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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