John
Pfaffmann
Petra Financial Advisors Inc
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About this Advisor
John Pfaffmann is a financial advisor based in Tempe, Arizona, working with Petra Financial Advisors Inc. John has previously held positions at First Allied Securities, Inc, First Allied Advisory Services, Inc, Petra Financial Advisors Inc, and Pfaffmann Financial Inc Dba Rubicon Financial Network. John has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arizona. Currently, John is part of Petra Financial Advisors Inc, which operates out of Tempe, Arizona. The firm has 2 offices and 14 employees. The firm manages assets totaling $357.2 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Petra Financial Advisors Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
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Fee Structure
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Petra Financial Advisors Inc Brokerage Details
$357,186,375
14
1,185
$301,423
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
John Pfaffmann Work History
Petra Financial Advisors Inc
Pfaffmann Financial Inc Dba Rubicon Financial Network
First Allied Advisory Services, Inc
First Allied Securities, Inc
Disclosures
Please visit the SEC profile of John Pfaffmann to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Tempe, AZ
Colorado Springs, CO
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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