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Peter Beyerstedt Harre

CAUBLE & HARRE WEALTH MANAGEMENT, INC.·ST. LOUIS, Missouri
Series 7, Series 63, Series 65Clean record19 years registeredCAUBLE & HARRE WEALTH MANAGEMENT, INC.
12977 NORTH 40 DRIVE, ST. LOUIS, MO 63141CRD# 2271783Firm CRD# 143812

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Peter Beyerstedt Harre · ST. LOUIS, MO
Registration
CRD #2271783 · CAUBLE & HARRE WEALTH MANAGEMENT, INC. · 19 years registered
Brand Profile
Not yet started
01

Career History

02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Registration record
First registered · May 12, 2007
Years registered · 19
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CAUBLE & HARRE WEALTH MANAGEMENT, INC.
CRD 143812 · SEC 801-70042
AUM
$237M
Regulatory assets under management
Employees
3
433 client accounts
Services offered by CAUBLE & HARRE WEALTH MANAGEMENT, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Introduction

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05

Frequently Asked Questions

What services does Peter Beyerstedt Harre offer?
Peter Beyerstedt Harre specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ST. LOUIS, Missouri for a consultation.
What are Peter Beyerstedt Harre's credentials?
Peter Beyerstedt Harre is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Peter Beyerstedt Harre located?
Peter Beyerstedt Harre is based in ST. LOUIS, Missouri, working with CAUBLE & HARRE WEALTH MANAGEMENT, INC.. Their office serves clients in the ST. LOUIS metropolitan area and surrounding communities.
How does Peter Beyerstedt Harre charge for services?
Peter Beyerstedt Harre'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 CAUBLE & HARRE WEALTH MANAGEMENT, INC.?
CAUBLE & HARRE WEALTH MANAGEMENT, INC. has approximately 3 employees and manages $237M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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