Unclaimed Profile

Peter Martin Eickelberg

ALPHA FIDUCIARY, INC.·PHOENIX, Arizona

SIE, Series 6, Series 7, Series 7TO, Series 63, Series 65CFP CFAClean record20 years registeredALPHA FIDUCIARY, INC.

7010 E. CHAUNCEY LANE, PHOENIX, AZ 85054CRD# 3097256Firm CRD# 144720

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Peter Martin Eickelberg · PHOENIX, AZ

Registration

CRD #3097256 · ALPHA FIDUCIARY, INC. · 20 years registered

Brand Profile

Not yet started

Career History

ABLE FINANCIAL GROUP, LLC

Jan 2023 – present

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Feb 2022 – Feb 2023

SCOTTSDALE, AZ

ALPHA FIDUCIARY

May 2014 – Jun 2020

PHOENIX, AZ

KEATSCONNELLY

Feb 2009 – Mar 2014

PHOENIX, AZ

CROSS BORDER TAX & ACCOUNTING, LLC

Nov 2007 – Oct 2011

PHOENIX, AZ

KEATS CONNELLY AND ASSOCIATES INC.

Apr 2006 – Jun 2010

PHOENIX, AZ

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 7TO

Series 63

Series 65

Registration record

First registered · April 25, 2006

Years registered · 20

Professional designations · CFP, CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ALPHA FIDUCIARY, INC.

CRD 144720 · SEC 801-68218

AUM

$124M

Regulatory assets under management

Employees

286 client accounts

Services offered by ALPHA FIDUCIARY, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at ALPHA FIDUCIARY, INC. →

Introduction

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Frequently Asked Questions

What services does Peter Martin Eickelberg offer?

Peter Martin Eickelberg specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in PHOENIX, Arizona for a consultation.

What are Peter Martin Eickelberg's credentials?

Peter Martin Eickelberg holds the following professional designations: CFP, CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Peter Martin Eickelberg located?

Peter Martin Eickelberg is based in PHOENIX, Arizona, working with ALPHA FIDUCIARY, INC.. Their office serves clients in the PHOENIX metropolitan area and surrounding communities.

How does Peter Martin Eickelberg charge for services?

Peter Martin Eickelberg's firm is compensated through percentage of aum, hourly charges, subscription fees, other: the fund also pays operating expenses to us. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ALPHA FIDUCIARY, INC.?

ALPHA FIDUCIARY, INC. has approximately 4 employees and manages $124M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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