Vincere Wealth Management, LLC

Investment Advisor
in Indianapolis, IN

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About this Advisor

Peter Uihlein is a certified financial planner based in Indianapolis, Indiana, with a total of 3 years of industry experience. Uihlein is on the advisory team at Vincere Wealth Management, LLC. The advisor has gained experience at Northwestern Mutual Wealth Management Company, Raymond James Financial Services, Inc, Raymond James Financial Services Advisors, Inc, Insurance - Non Variable, Financial Planning Consultants, Inc, Vincere Wealth Management, LLC, Td Ameritrade, Inc, Bmo Harris Financial Advisors, Northwestern Mutual Life Insurance Company and Northwestern Mutual Investment Services LLC. Uihlein holds Series 63 and Series 66 licenses, qualifying them as a securities broker, and is registered to work in Indiana and Texas. Vincere Wealth Management, LLC is an advisory company operating out of Indianapolis, IN. The firm has offices in five locations and a total of 10 people on staff. It administers $44 million in assets under management between its 555 client accounts, making it one of the smaller investment advisory firms in the country by assets under management. Of its 555 client accounts, 29% are associated with high-net-worth investors who have greater than $1 million in investable assets. The advisory firm offers a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors vary depending on which services the firm provides the client. However, fees charged by Vincere Wealth Management, LLC likely include some blend of asset-based and fixed fees.

Certifications and Registrations


Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

3500 Depauw Blvd. Suite 10818
Indianapolis, IN 46268

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Vincere Wealth Management, LLC Brokerage Details

Total Assets Under Management


IN Average: $1,347,246,178
Total Number of Employees


IN Average: 46
Total Number of Accounts


IN Average: 1,775
Average Account Size


IN Average: $759,012

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Peter Uihlein Work History

Peter has been registered as a financial advisor for 3 years.*

2022 - Present (1 year)

Vincere Wealth Management, LLC

2020 - Present (3 years)

Vincere Wealth Management, LLC

2019 - 2020 (1 year)

Raymond James Financial Services, Inc

2019 - 2020 (1 year)

Raymond James Financial Services Advisors, Inc

2019 - 2020 (1 year)

Insurance - Non Variable

2019 - 2020 (1 year)

Financial Planning Consultants, Inc

2017 - 2019 (2 years)

Td Ameritrade, Inc

2016 - 2017 (1 year)

Northwestern Mutual Wealth Management Company

2015 - 2017 (2 years)

Northwestern Mutual Life Insurance Company

2015 - 2017 (2 years)

Northwestern Mutual Investment Services LLC

2011 - 2015 (4 years)

Bmo Harris Financial Advisors

*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.


Please visit the SEC profile of Peter Uihlein 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 Vincere Wealth Management, LLC

Joshua Bennett
Indianapolis, IN
Peter Uihlein
Indianapolis, IN
Travis Buck
Bozeman, MT
Steinar Jewett
Indianapolis, IN
Jennifer Swindler
Bluffdale, UT
Isaiah Douglass
Indianapolis, IN
Renee Marinez
Denver, CO
Meredith Jones
Indianapolis, IN

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

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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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