Peter Baines
Wealthlink Advisors
3440 Preston Ridge Road
Suite 325
Alpharetta, GA 30005
4048463608
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
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
RothIRA.org provides referrals to financial professionals. RothIRA.org is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RothIRA.org to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
https://www.rothira.org/disclosure/1891569/rothira-Wealthlink-Advisors-detailed-disclosure.html