Peter
Rowley

Nfp Retirement Inc

CRD#4679333
Investment Advisor
in Warrington, PA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Peter Rowley is a financial advisor based in Warrington, Pennsylvania with a total of 5 years of relevant experience. Rowley is an advisor for Nfp Retirement Inc. Throughout their career, Rowley has worked at Sap, Ucla Facilities Management, Kestra Investment Services, LLC and Nfp Retirement, Inc. Rowley has Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to work in California and Pennsylvania. Nfp Retirement Inc is a registered investment business that has its headquarters in Aliso Viejo, CA. The investment advisory business has offices in 26 locations and a total of 251 employees. It controls $75 billion in assets among its 5,162 accounts, making it one of the biggest investment advisory firms in the United States by assets under management. Of its 5,162 client accounts, 17% are associated with high-net-worth clients who have more than $1 million in assets available to invest. The business performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. A financial advisor's fee schedules largely are based on which services the firm provides the client. Fee types billed by Nfp Retirement Inc may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

5 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2600 Kelly Road Suite 130
Warrington, PA 18976

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Nfp Retirement Inc Brokerage Details

Total Assets Under Management

$75,046,288,911

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

251

PA Average: 43
Total Number of Accounts

5,162

PA Average: 3,727
Average Account Size

$14,538,219

PA Average: $2,033,427

Investment Advisory Services

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

Peter Rowley Work History

Peter has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Nfp Retirement, Inc

2013 - Present (11 years)

Kestra Investment Services, LLC

2013 - 2013 (< 1 year)

Ucla Facilities Management

2012 - 2013 (1 year)

Sap

*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 Rowley 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 Nfp Retirement Inc

Donna Tamburelli
Aliso Viejo, CA
Randall Dunn
Euless, TX
William Friedrich
Ellicott City, MD
Christopher Langstaff
Aliso Viejo, CA
Ryan Masteller
Kennebunk, ME
Charles Catagnus
Collegeville, PA
Katelyn Whalen
Charlotte, NC
Lily Matias
Aliso Viejo, CA

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started