Peter Kitzerow is a ChFC-designated registered investment advisor at Quincy Wells Advisors, LLC, based in Chicago, IL, with 41 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 78 clients with $45M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Great Point Advisors charges a percentage of your portfolio, an hourly rate, or a flat fee for wealth management services or financial planning. The fees are tailored to the specific services provided. When a client is using a fixed fee only service, there are additional fees the client will pay for, including reporting fees, custodial fees, transaction fees and third-party money manager fees.
Location
145 South Wells, Ste 1301, Chicago, IL, 60606
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Peter is the president of Free Market Financial, Inc., focusing on RIA operations. He dedicates about a quarter of his time to this role.
Employment History
Current Registrations
Quincy Wells Advisors, LLC
Great Point Capital LLC
Great Point Capital LLCBroker
Previous Registrations
Freedom Investment Management, INC.
Matson Money, INC.
Provident Wealth Advisors, LLC
Free Market Financial, INC.
Southern Trust Securites Asset Management, INC.
Southern Trust Securities, INC.Broker
Cis Asset Management, INC
Capital Investment Services, INC.Broker
Linsco/private Ledger CORP.
Linsco/private Ledger CORP.Broker
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Guardian Investor Services CorporationBroker
Cigna Securities, INC.Broker
Mutual of Omaha Fund Management CompanyBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.