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Peter Krussel

Osaic Wealth, Inc.

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About Peter Krussel

Peter Krussel is a financial advisor with over 27 years of experience in the industry. Peter is currently registered with Osaic Wealth, Inc. and Southland Equity Partners, LLC. Peter is licensed in 47 states and offers a range of services including financial planning, portfolio management for individuals and businesses, and pension consulting. Peter's previous experience includes working with firms such as FSC Securities Corporation, Advantage Capital Corporation, Tower Square Securities, Inc. and Walnut Street Securities, Inc.

Firm Information

Peter Krussel is currently registered with Osaic Wealth, Inc.. Osaic Wealth, Inc. is a corporation headquartered in Scottsdale, AZ. The firm has been approved and operates as an investment advisor, offering financial planning, pension consulting, and educational seminars. Osaic Wealth, Inc. manages assets for individuals, businesses, and charitable organizations, and participates in wrap fee programs.
Osaic Wealth, Inc.

18700 N. HAYDEN ROAD

SCOTTSDALE, AZ 85255

$94.56B

Assets Under Management

39,691

Total Clients

8,460

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 Krussel’s Registration & Firm History

MO

11/03/2023 - Present

Osaic Wealth, Inc. (WILDWOOD MO)

MO

07/15/2008 - 11/03/2023

FSC SECURITIES CORPORATION (WILDWOOD MO)

GA

07/15/2008 - 03/31/2009

ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)

CA

09/27/2005 - 07/15/2008

TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)

CA

03/27/2001 - 07/15/2008

WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)

NY

10/15/2002 - 04/25/2006

METLIFE INVESTORS DISTRIBUTION COMPANY (NEW YORK CITY NY)

FL

11/16/1999 - 03/26/2001

NATIONAL SECURITIES CORPORATION (BOCA RATON FL)

NE

11/10/1997 - 11/23/1999

SECURITIES AMERICA, INC. (LAVISTA NE)

MO

09/08/1997 - 11/07/1997

MERCANTILE INVESTMENT SERVICES, INC. (ST. LOUIS MO)

NY

03/11/1996 - 08/08/1997

PROACTIVE FINANCIAL SERVICES, INC. (PLEASANTVILLE NY)

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Licenses & Designations

IA

Issued 01/24/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/20/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/17/1998

Series 4 - Registered Options Principal Examination

BC

Issued 09/05/1997

Series 53 - Municipal Securities Principal Examination

BC

Issued 04/04/1997

Series 27 - Financial and Operations Principal Examination

BC

Issued 07/18/1996

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/19/1999

Series 3 - National Commodity Futures Examination

BC

Issued 03/08/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Peter Krussel.
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