Peter
Golotko
Cps Investment Advisors
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About this Advisor
Peter Golotko is a personal financial specialist based in Lakeland, Florida with a total of 17 years of industry experience. Golotko is on the advisory team at Cps Investment Advisors. They have spent their complete time as a financial advisor at Cps Investment Advisors. Golotko maintains a Series 65 license, certifying them as an investment advisor representative, and is registered to advise clients in Florida. Cps Investment Advisors is a financial advisory business based in Lakeland, FL. It administers $2 billion in total assets across its 7,080 client accounts, placing it among the largest firms in the country by assets under management. The firm serves 24 charities and foundations. Of its 7,080 customer accounts, 19% belong to high-net-worth individuals who have at least $1 million in investable assets. Cps Investment Advisors provides a few services, such as financial planning services, portfolio management for individuals and small businesses and educational seminars. Fees charged by financial advisors usually depend on which services the firm provides the client. However, fees billed by Cps Investment Advisors most likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cps Investment Advisors Brokerage Details
$1,988,218,796
21
7,080
$280,822
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Peter Golotko Work History
Peter has been registered as a financial advisor for 17 years.*
Chas P. Smith & Associates, Pa, Cpa'S
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Peter Golotko 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 Cps Investment Advisors
Lakeland, FL
Lakeland, FL
Lakeland, FL
Lakeland, FL
Lakeland, FL
Lakeland, FL
Lakeland, FL
Lakeland, FL
The content in this profile was updated by SmartAsset on 4/16/2023. 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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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.
