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Thomas Edward Peekema

SMB Financial Services, Inc.

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About Thomas Edward Peekema

Thomas Edward Peekema is a financial advisor with SMB Financial Services, Inc. Thomas Edward Peekema has been working in the financial services industry since 2009. Thomas Edward Peekema is registered with the state of Oregon. Thomas Edward Peekema has a Series 7 and Series 66 license. Thomas Edward Peekema is also a Certified Financial Planner and a Chartered Financial Analyst. Thomas Edward Peekema has experience in providing financial planning, pension consulting, and educational seminars. Thomas Edward Peekema also manages portfolios for individuals and businesses. SMB Financial Services, Inc. is a Registered Investment Advisor with the SEC. SMB Financial Services, Inc. provides financial planning, portfolio management, and other services. SMB Financial Services, Inc. has over 138 million dollars in assets under management.

Firm Information

Thomas Peekema is currently registered with SMB Financial Services, Inc.. SMB Financial Services, Inc. is an investment advisory firm located in Portland, OR. They advise individuals, high-net-worth individuals, corporations, and other businesses. The firm manages approximately $138 million in client assets. SMB Financial Services, Inc. offers financial planning, pension consulting, educational seminars, and portfolio management services.
SMB Financial Services, Inc.

11535 SW 67TH AVE

PORTLAND, OR 97223

$138.03M

Assets Under Management

5

Total Clients

7

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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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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percentage of assets

A percentage of the total value of assets under management is charged.

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Thomas Peekema’s Registration & Firm History

OR

07/12/2011 - Present

SMB Financial Services, Inc. (PORTLAND OR)

OR

02/20/2009 - 07/01/2011

PRINCOR FINANCIAL SERVICES CORPORATION (LAKE OSWEGO OR)

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Licenses & Designations

BOTH

Issued 02/26/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/19/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Thomas Edward Peekema.
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