MP
ChFC
MP
ChFC

Michael Anthony Petter

24 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningInsurance Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
223 advisors
Number of Clients
6,062 clients
Average Client Portfolio
$201K average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:$50K
Loading...

Location

San Antonio, TX

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Michael operates as a financial planning agent through Michael A. Petter & Associates, selling insurance products and fixed annuities, dedicating about half of his time. He also manages a ranch, works as an investment advisor representative, and is an agent for Secure Benefits selling insurance and retirement/estate planning products.

Employment History
Current Registrations
Calton & Associates, INC.Broker
November 2017 - Present · 8 yrs 3 mos
Westpark Wealth Advisors, INC.
January 2013 - Present · 13 yrs 1 mo
Previous Registrations
Ims Securities, INC.Broker
April 2001 - November 2017 · 16 yrs 7 mos
Locust Street Securities, INC.Broker
March 2001 - April 2001 · 1 mo
State Registrations10 states
CACOFLGAMONMOKSCTXVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.