Peyton
Eckert
Bmo Direct Invest Inc
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About this Advisor
Peyton Eckert is a certified financial planner based in Chicago, Illinois with 1 year of industry experience. Eckert currently works for Bmo Direct Invest Inc. Throughout their career, they have worked at Indiana University Bloomington, Lasalle Network, Avers Pizza, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, L Peter Leone, Northwestern Mutual Wealth Management Company, Jp Morgan Chase Bank, Jp Morgan Securities, LLC and Ubs Financial Services Inc. Eckert has Series 66 and Series 63 licenses, certifying them as a securities agent, and is able to serve investors in Illinois. Bmo Direct Invest Inc is a company based out of Chicago, IL. It administers $1 million in assets under management between its 66 customer accounts, making it one of the smaller financial advisory firms in the nation by assets under management. The business has a set of services, such as financial planning services and portfolio management for individuals and small businesses. Fees for financial advisory services largely are based on which services the firm provides the client. Fee types charged by Bmo Direct Invest Inc most likely consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Bmo Direct Invest Inc Brokerage Details
$1,165,941
4
66
$17,666
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Peyton Eckert Work History
Peyton has been registered as a financial advisor for 1 years.*
Ubs Financial Services Inc
Jp Morgan Chase Bank
Jp Morgan Securities, LLC
Lasalle Network
Northwestern Mutual Life Insurance Company
Northwestern Mutual Investment Services LLC
L Peter Leone
Northwestern Mutual Wealth Management Company
Avers Pizza
Indiana University Bloomington
Indiana University Bloomington
*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 Peyton Eckert 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 Bmo Direct Invest Inc
Chicago, IL
Chicago, IL
Chicago, IL
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.
