Peter Mark Ahrens
Investment adviser representative at Mission Wealth Management, LP
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$17BFirm 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Mission Wealth Management, LPJul 2023 to now
- Keystone Financial ServicesJan 2022 to Apr 2023
- Jmg Financial GroupOct 2018 to Dec 2021
- A.H.C. AdvisorsMar 2018 to Oct 2018
- Rauschenberger Financial AdvisorsJan 2017 to Oct 2018
- Blue Sail Ent.Mar 2014 to Oct 2018
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (CO).
Mission Wealth Management, LP
$17BAssets managed
5,341Clients
138Advisers
24 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
- 7498118
- Firm CRD
- 113057