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Peter Michael Maris

RESOURCE FINANCIAL GROUP, LTD.·WILMETTE, Illinois
SIE, Series 7, Series 24, Series 63, Series 65CFP27 years registeredRESOURCE FINANCIAL GROUP, LTD.
1000 SKOKIE BLVD., WILMETTE, IL 60091CRD# 2177794Firm CRD# 119833

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Peter Michael Maris · WILMETTE, IL
Registration
CRD #2177794 · RESOURCE FINANCIAL GROUP, LTD. · 27 years registered
Brand Profile
Not yet started
01

Career History

RESOURCE FINANCIAL GROUP, LTD.
Aug 1998 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
Series 65
Registration record
First registered · August 28, 1998
Years registered · 27
Professional designation · CFP
03

Disclosure History

2020Customer Dispute·Settled
2004Customer Dispute·Settled
2002Customer Dispute·Denied

3 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
RESOURCE FINANCIAL GROUP, LTD.
CRD 119833 · SEC 801-66619
AUM
$464M
Regulatory assets under management
Employees
8
828 client accounts
Services offered by RESOURCE FINANCIAL GROUP, LTD.
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at RESOURCE FINANCIAL GROUP, LTD. →
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05

Frequently Asked Questions

What services does Peter Michael Maris offer?
Peter Michael Maris specializes in Financial Planning, Investment Management. Contact their office in WILMETTE, Illinois for a consultation.
What are Peter Michael Maris's credentials?
Peter Michael Maris holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Peter Michael Maris located?
Peter Michael Maris is based in WILMETTE, Illinois, working with RESOURCE FINANCIAL GROUP, LTD.. Their office serves clients in the WILMETTE metropolitan area and surrounding communities.
How does Peter Michael Maris charge for services?
Peter Michael Maris's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RESOURCE FINANCIAL GROUP, LTD.?
RESOURCE FINANCIAL GROUP, LTD. has approximately 8 employees and manages $464M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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WILMETTE, IL
CFP

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