AP
AP

Alexander Allen Peets

12 Years of Experience
1 DisclosureBrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningCharitable GivingEducation PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
174 advisors
Number of Clients
8,671 clients
Average Client Portfolio
$234K average
Assets Under Management
$2.0B

Fee Structure

Minimum Investment:None
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Location

2655 1st Street, Suite 250, Simi Valley, CA, 93065

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History

Regulatory History (1)
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Criminal
July 1994
Final Disposition
Other Business ActivitiesSells Insurance

Alexander sells fixed insurance products, including life, disability, annuities, and long-term care, and also works with HBW Insurance & Financial Services selling life and disability insurance. He also owns Stepwise Financial, Inc. and works as an advisory representative for HBW Advisory Services LLC, dedicating about a quarter of his time to Stepwise Financial and about a quarter of his time to HBW Advisory Services.

Employment History
Current Registrations
Silver Oak Securities, IncorporatedBroker
August 2025 - Present · 6 mos
Hbw Advisory Services LLC
October 2017 - Present · 8 yrs 4 mos
Previous Registrations
Cetera Wealth Services, LLCBroker
June 2017 - August 2025 · 8 yrs 2 mos
Hbw Securities LLCBroker
September 2013 - July 2017 · 3 yrs 10 mos
State Registrations7 states
ILMIMONETXVAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Alexander Allen Peets - Financial Advisor | TrueAdvisor