Matthew Guy Peters
Investment adviser representative at Commonwealth Financial Network
22 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$212.7BFirm 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
- Seminars and workshops
Experience
22 years in the industry.
- Commonwealth Financial NetworkApr 2023 to now
- Peters Wealth Plan, LLCApr 2023 to now
- Trusted Wealth PartnersApr 2023 to now
- Matthew PetersAug 2009 to Apr 2023
- Securities America Advisors, Inc.Aug 2004 to Apr 2023
- Securities America, Inc.May 2004 to Apr 2023
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 2 states (NE, TX).
Commonwealth Financial Network
Legal name: Commonwealth Equity Services, LLC
$212.7BAssets managed
360,488Clients
2,700Advisers
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
- 4703513
- Firm CRD
- 8032