Wendy Sue Peperkorn
Investment adviser representative at Financial Service Group Inc
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$215MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
HourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Financial Service Group IncAug 2026 to now
- LPL Enterprise, LLCNov 2024 to Aug 2026
- The Prudential Insurance Company of AmericaFeb 2023 to Aug 2026
- Pruco Securities LLCFeb 2023 to Nov 2024
- Drake & Associates, LLCDec 2019 to Feb 2023
- Bronfman RothschildJan 2018 to Dec 2019
- Wealthspire AdvisorsJan 2018 to Dec 2019
- Ellenbecker Investment GroupJul 2013 to Jan 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2014
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 1 state (WI).
Financial Service Group Inc
$215MAssets managed
192Clients
4Advisers
34 yearsIn 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
- 2512450
- Firm CRD
- 107893