Peter Kendrick
Investment adviser representative at Sofi Wealth LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2BFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Sofi Wealth, LLCMar 2025 to now
- Sofi Securities, LLCMar 2025 to now
- Principal Advised ServicesJun 2024 to Mar 2025
- Principal Securities, Inc.Jun 2022 to Mar 2025
- Principal Life InsuranceMay 2022 to Mar 2025
- MassmutualMay 2021 to May 2022
- Lowe'sMar 2021 to Mar 2022
- UnemployedJan 2021 to Mar 2021
- Wells Fargo Clearing ServicesJun 2017 to Jun 2017
- Wells Fargo AdvisorsMay 2016 to Dec 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (OR).
Sofi Wealth LLC
$2BAssets managed
254,020Clients
110Advisers
13 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
- 6662846
- Firm CRD
- 167958