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VERIFIEDPeter Baines
Wealthlink Advisors
3440 Preston Ridge Road
Suite 325
Alpharetta, GA 30005
404-846-3608
About Wealthlink Advisors
Wealthlink Advisors is a boutique Wealth Management company affiliated with Northwestern Mutual. Our team specializes in wealth management and comprehensive financial planning.
See Disclosures
General Information
Firm Start Year
2009
CRD#
3024088
Firm CRD#
2881
Insurance License#
15335579
Name of Broker/Dealer
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
Number of Years with Current Firm
15
Work with the following types of clients
Businesses, Individual Investors, Non-Profit Organizations
Advisory Services Provided
Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Wealth Management, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers
Services
Investment Types
Options & Futures, Mutual Funds, Bonds, Stocks, Annuities, Insurance, Commodities, Mortgages & Real Estate, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)
Can meet clients in the following ways
Phone, Your Office, Our Office, Video Conference, Our Offices, Your Home
Compliance
Registered Investment Advisor
Yes
Registered Representative
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CLTC®, RICP®
Securities Licenses
Series 6, Series 63, Series 7
Insurance and Annuity Licenses
Variable Life, Long Term Care, Variable Annuity, Life, Health, Annuity, Accident, Disability
Firm Information
Advisor's Number of Clients
350
Advisor's Number of Managed Clients
200
Advisor's Number of Planning Clients
200
Assets Managed by Advisor
100000000
Compensation and Fees
Fee Structure
Fee-Based
Minimum Portfolio Size for New Managed Accounts
$250,000
Compensation Methods
Based on Assets, Commissions
Disclosures
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Additional Detailed Disclosures
https://www.retirementplanning.net/disclosure/1891569/retirementplanning-Wealthlink-Advisors-detailed-disclosure.html