Peter James Keating
Investment adviser representative at United Planners' Financial Services of America A Limited Partner
28 yearsExperience
2 statesRegistered in
ChFC®, CFP® certificationDesignations
$12.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
28 years in the industry.
- Chesapeake Capital Associates, LLCNov 2019 to now
- United Planners' Financial Services of America A Limited PartnerJan 2000 to now
- Keating Financial ServicesDec 1998 to now
- United Planners' Financial ServicesDec 1998 to now
- Peter J. KeatingOct 1998 to now
- Howard County Junior StridersApr 2010 to Dec 2022
- Zenith Marketing Group IncJan 1999 to Sep 2018
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 2 states (MD, TX).
United Planners' Financial Services of America A Limited Partner
$12.8BAssets managed
30,369Clients
357Advisers
26 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
- 3012512
- Firm CRD
- 20804