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Vetted Advisor's Table

Peter Baines, CLTC®, RICP®
Wealthlink Advisors/Northwestern Mutual

Tel: 404-846-3608
3440 Preston Ridge Road
Suite 325
Alpharetta, GA 30005
Wealthlink  Advisors/Northwestern Mutual | Financial Advisor in Alpharetta ,GA

About Peter Baines

Since 2009, Peter Baines has been helping individuals, families, and business owners with comprehensive wealth planning. By implementing tax advantaged wealth accumulation strategies, Peter and his team create integrated long-term financial plans that incorporate investments and insurance.


About Wealthlink Advisors/Northwestern Mutual

Wealthlink Advisors is a boutique Wealth Management company affiliated with Northwestern Mutual. Our team specializes in comprehensive financial planning.

See Disclosures

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General Information

Insurance License#:   15335579
Number of Years with Current Firm:   14
Work with the following types of clients:   Individual Investors, Non-Profit Organizations, Businesses
Advisory Services Provided:   Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Businesses, Financial Planning for Individuals

Services

Investment Types:   Exchange Traded Funds (ETFs), Mortgages & Real Estate, Options & Futures, Bonds, Stocks, Annuities, Insurance, Mutual Funds, Commodities, Socially Responsible Investments (SRI)
Can meet clients in the following ways:   Your Home, Our Office, Phone, Your Office, Video Conference, Our Offices

Qualifications & Memberships

Insurance and Annuity Licenses:   Disability, Accident, Health, Life, Variable Annuity, Long Term Care, Variable Life, Annuity

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

WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures

https://www.wiseradvisor.com/disclosure/1891569/wiseradvisor-wealthlink--advisors/northwestern-mutual-detailed-disclosure.html

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


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