Peter
Ahrens

Mission Wealth Management, Lp

CRD#7498118
Investment Advisor
in Fort Collins, CO

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About this Advisor

Peter Ahrens is a financial advisor based in Fort Collins, Colorado, working with Mission Wealth Management, Lp. Peter has previously held positions at Olive Garden, Blue Sail Ent, Rauschenberger Financial Advisors, A.H.C. Advisors, Jmg Financial Group, Keystone Financial Services, and Mission Wealth Management, Lp. Peter is registered to provide services in Colorado. Currently, Peter is part of Mission Wealth Management, Lp, which operates out of Fort Collins, Colorado. The firm has 32 offices and 109 employees. The firm manages assets totaling $7.1 billion 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, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Mission Wealth Management, Lp includes asset-based, hourly, and fixed fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

242 Linden St.
Fort Collins, CO 80524

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Mission Wealth Management, Lp Brokerage Details

Total Assets Under Management

$7,072,960,768

CO Average: $7,578,581,321
Total Number of Employees

109

CO Average: 43
Total Number of Accounts

9,939

CO Average: 3,727
Average Account Size

$711,637

CO Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Peter Ahrens Work History

2023 - Present (2 years)

Mission Wealth Management, Lp

2022 - 2023 (1 year)

Keystone Financial Services

2018 - 2018 (< 1 year)

A.H.C. Advisors

2018 - 2021 (3 years)

Jmg Financial Group

2017 - 2018 (1 year)

Rauschenberger Financial Advisors

2014 - 2015 (1 year)

Olive Garden

2014 - 2018 (4 years)

Blue Sail Ent

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Peter Ahrens to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Mission Wealth Management, Lp

Joey Khoury
Santa Barbara, CA
Sara Clark
Santa Barbara, CA
Emil Nazaretyan
Santa Barbara, CA
Weston Patton
Santa Barbara, CA
Herbert Flores
Austin, TX
Mitchell Grushen
Los Angeles, CA
Peter Ahrens
Fort Collins, CO
Jared Sweeney
Walpole, MA

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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