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Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
    • -Other Financial Planning
    • -Tax Planning
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Investment Companies
    • -Businesses or Institutional Clients
    • -Other Portfolio Management
  • Other
    • -Publication of Periodicals or Newsletters
    • -Security Ratings or Pricing Services
    • -Market Timing Services

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

There is no client type data to display at this time.

Qualifications

Experience

No timeline events available.
Employer Years Dates
Next Financial Group Inc. 1 year, 10 months Oct 2017 - Present
First Allied Advisory Services, Inc. 5 years, 3 months Jul 2012 - Oct 2017
First Allied Securities, Inc. 10 years, 4 months Jun 2007 - Oct 2017

Designations & Memberships

  • Certified Financial Planner
    Designation
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.
  • Certified Wealth Strategist
    Designation
    Certified Wealth Strategist
    Individuals holding this designation have an understanding of multi-generational wealth planning emphasizing family unity, prosperity, individual accomplishment and charitable involvement.

Articles and Answers

Insights by Peter Hafner

Do I Really Need Life Insurance?
Published 2017-05-11 11:16:46
Sailing Your Way to Better Investments
Published 2017-04-19 09:16:58
How to Spring Clean Your Investment Portfolio
Published 2017-04-12 05:31:07
    *Articles are published by advisors without compensation.

    Answers

    Ask a financial questionAsk a question
    There are no answers for this advisor to display at this time.

    Licenses & Conducts

    SEC
    U.S. Securities and Exchange Commission
    • license status
      Registered
    • disclosures
      1
    • as of date
      Jan 10, 2019
    FINRA
    FINRA
    • license status
      Registered
    • disclosures
      1
    • as of date
      Jan 10, 2019
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

    Assets

    Next Financial Group, Inc.

    Last updated on July 5, 2019
      • $1.7B
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 11K
        Accounts
      • $145.6K
        Estimated Average Account Balance

    Fees

    There is no compensation data available to display at this time