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Peter Lewis Geckeler

LEGACY PLANNING ADVISORS, LLC·SUWANEE, Georgia
SIE, Series 7TO, Series 63CFPClean recordLEGACY PLANNING ADVISORS, LLC
5400 LAUREL SPRINGS PARKWAY, SUWANEE, GA 30024CRD# 6294851Firm CRD# 121289

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Peter Lewis Geckeler · SUWANEE, GA
Registration
CRD #6294851 · LEGACY PLANNING ADVISORS, LLC
Brand Profile
Not yet started
01

Career History

LEGACY PLANNING ADVISORS, LLC
Jun 2026 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7TO
Series 63
Registration record
First registered · June 3, 2026
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
LEGACY PLANNING ADVISORS, LLC
CRD 121289 · SEC 801-112270
AUM
$175M
Regulatory assets under management
Employees
3
664 client accounts
Services offered by LEGACY PLANNING ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at LEGACY PLANNING ADVISORS, LLC →
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05

Frequently Asked Questions

What services does Peter Lewis Geckeler offer?
Peter Lewis Geckeler specializes in Financial Planning, Investment Management. Contact their office in SUWANEE, Georgia for a consultation.
What are Peter Lewis Geckeler's credentials?
Peter Lewis Geckeler holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Peter Lewis Geckeler located?
Peter Lewis Geckeler is based in SUWANEE, Georgia, working with LEGACY PLANNING ADVISORS, LLC. Their office serves clients in the SUWANEE metropolitan area and surrounding communities.
How does Peter Lewis Geckeler charge for services?
Peter Lewis Geckeler's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LEGACY PLANNING ADVISORS, LLC?
LEGACY PLANNING ADVISORS, LLC has approximately 3 employees and manages $175M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at LEGACY PLANNING ADVISORS, LLC

Camille Calhoun Black
SUWANEE, GA
Robert Gerald Black
SUWANEE, GA
Christopher Weston Cushman
SUWANEE, GA
CFP

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Research
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