PeterBaines- Financial Advisor Alpharetta, GA

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About Peter Baines

Wealthlink Advisors is a boutique Wealth Management company affiliated with Northwestern Mutual. Our team specializes in wealth management and comprehensive financial planning.

See Disclosures

General Information

Firm Start Year

2009

CRD#

3024088

Firm CRD#

2881

Insurance License#

15335579

Name of Broker/Dealer

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Number of Years with Current Firm

Work with the following types of clients

Businesses, Individual Investors, Non-Profit Organizations

Advisory Services Provided

Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Wealth Management, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers

Compliance

Registered Investment Advisor

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CLTC^®, RICP^®

Securities Licenses

Series 6, Series 63, Series 7

Insurance and Annuity Licenses

Variable Life, Long Term Care, Variable Annuity, Life, Health, Annuity, Accident, Disability

Firm Information

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

Assets Managed by Advisor

100000000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$250,000

Compensation Methods

Based on Assets, Commissions

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1891569/paladinregistry-WealthLink-Advisors/Northwestern-Mutual-detailed-disclosure.html

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Paladin Research Report For:

Peter Baines

WealthLink Advisors/Northwestern Mutual