Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Sengelmann is an investment advisor representative at Creative Planning. Peter has been in the industry since 2006 and has passed the Series 6 and Series 63 exams. Peter's previous employment includes Payden & Rygel Distributors. Peter is also a Chartered Financial Analyst. Peter works out of the Creative Planning office in Overland Park, KS.
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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KS
10/01/2020 - Present
Creative Planning (OVERLAND PARK KS)
CA
09/21/2006 - 08/13/2008
PAYDEN & RYGEL DISTRIBUTORS (LOS ANGELES CA)
BC
Issued 01/12/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/20/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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