Peter Vrooman
Investment adviser representative at Sarver Vrooman Wealth Advisors LLC
13 yearsExperience
3 statesRegistered in
$452.2MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Sarver Vrooman Wealth Advisors LLCFeb 2025 to now
- Sarver Vroman Wealth Advisors LLCFeb 2025 to now
- Wells Fargo Advisors Financial Network, LLCAug 2019 to Feb 2025
- Wells Fargo Clearing Services, LLCNov 2016 to Aug 2019
- Wells Fargo Advisors LLCMay 2013 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 3 states (KS, MO, TX).
Sarver Vrooman Wealth Advisors LLC
$452.2MAssets managed
296Clients
4Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2429867
- Firm CRD
- 332699