Allan Scott Peil
Investment adviser representative at Vertis Wealth, LLC
11 yearsExperience
6 statesRegistered in
$140.7MFirm 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 assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Vertis Wealth, LLCNov 2022 to now
- Trifound Advisory, LLCDec 2020 to now
- Northwestern Mutual Investment Services LLCSep 2019 to Oct 2020
- Northwestern Mutual Life Insurance CompanyJan 2019 to Oct 2020
- University of Wisconsin - WhitewaterAug 2015 to Dec 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 6 states (AL, FL, IL, MI, NJ, TN).
Vertis Wealth, LLC
$140.7MAssets managed
835Clients
6Advisers
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
- 7052125
- Firm CRD
- 307270