Unclaimed Profile

Peter Timothy Uihlein

VINCERE WEALTH MANAGEMENT, LLC·INDIANAPOLIS, Indiana

SIE, Series 6, Series 7, Series 63, Series 66CFPClean record14 years registeredVINCERE WEALTH MANAGEMENT, LLC

3500 DEPAUW BLVD., INDIANAPOLIS, IN 46268CRD# 5834932Firm CRD# 293852

Profile Verification

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

Identity

Peter Timothy Uihlein · INDIANAPOLIS, IN

Registration

CRD #5834932 · VINCERE WEALTH MANAGEMENT, LLC · 14 years registered

Brand Profile

Not yet started

Career History

LIFEWORKS ADVISORS, LLC

May 2024 – present

VINCERE WEALTH MANAGEMENT, LLC

Sep 2020 – Dec 2024

INDIANAPOLIS, IN

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Jan 2019 – Jun 2020

INDIANAPOLIS, IN

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

Jun 2017 – Jan 2019

CHICAGO, IL

TD AMERITRADE, INC.

Jun 2017 – Jan 2019

CHICAGO, IL

NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC

Aug 2015 – Jun 2017

CHICAGO, IL

BMO HARRIS FINANCIAL ADVISORS, INC

Jan 2012 – Aug 2015

CHICAGO, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 66

Registration record

First registered · January 23, 2012

Years registered · 14

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

VINCERE WEALTH MANAGEMENT, LLC

CRD 293852 · SEC 801-123356

AUM

$62M

Regulatory assets under management

Employees

731 client accounts

Services offered by VINCERE WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at VINCERE WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Peter Timothy Uihlein offer?

Peter Timothy Uihlein specializes in Financial Planning, Investment Management. Contact their office in INDIANAPOLIS, Indiana for a consultation.

What are Peter Timothy Uihlein's credentials?

Peter Timothy Uihlein holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Peter Timothy Uihlein located?

Peter Timothy Uihlein is based in INDIANAPOLIS, Indiana, working with VINCERE WEALTH MANAGEMENT, LLC. Their office serves clients in the INDIANAPOLIS metropolitan area and surrounding communities.

How does Peter Timothy Uihlein charge for services?

Peter Timothy Uihlein's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is VINCERE WEALTH MANAGEMENT, LLC?

VINCERE WEALTH MANAGEMENT, LLC has approximately 6 employees and manages $62M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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