Peter
Heimerman
Independent Advisor Alliance, LLC
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About this Advisor
Peter Heimerman is a financial advisor based in Richfield, Wisconsin, working with Independent Advisor Alliance, LLC. Peter has previously held positions at Waddell & Reed, Inc, Various Insurance Carriers For W & R Insurance Agencies, Independent Advisor Alliance, LLC, and Lpl Financial LLC. Peter has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Colorado, Florida, Illinois, Minnesota, Texas, and Wisconsin. Currently, Peter is part of Independent Advisor Alliance, LLC, which operates out of Richfield, Wisconsin. The firm has 132 offices and 230 employees. The firm manages assets totaling $12.8 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, publication of newsletters, and educational seminars. The fee structure at Independent Advisor Alliance, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Independent Advisor Alliance, LLC Brokerage Details
$12,826,908,245
230
52,309
$245,214
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
- Publication of periodicals or newsletters
- Educational seminars/workshops
Peter Heimerman Work History
Independent Advisor Alliance, LLC
Lpl Financial LLC
Waddell & Reed, Inc
Various Insurance Carriers For W & R Insurance Agencies
Disclosures
Please visit the SEC profile of Peter Heimerman 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 Independent Advisor Alliance, LLC
Sussex, WI
Denver, NC
Charlotte, NC
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Columbia, SC
Reston, VA
Roanoke, VA
Charlotte, NC
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