Managing Partner
Current
Nov 2019 - Present
AeroLeads people directory · profile
Peter Kettle, Mba, Cfp®, Chfc®, Apma®, Clu® Email & Phone Number
Financial Advisor, Managing Partner at Iron Birch Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC
at
Iron Birch Advisors®
1 work email found
@morganstanley.com
6 phones found area 917, 347, and 914
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Advisor, Managing Partner at Iron Birch Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC
Location
New York, New York, United States
Who is Peter Kettle, Mba, Cfp®, Chfc®, Apma®, Clu®? Overview
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Quick answer
Peter Kettle, Mba, Cfp®, Chfc®, Apma®, Clu® is listed as Financial Advisor, Managing Partner at Iron Birch Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC at Iron Birch Advisors®, based in New York, New York, United States. AeroLeads shows a work email signal at morganstanley.com, phone signal with area code 917, 347, 914, and a matched LinkedIn profile for Peter Kettle, Mba, Cfp®, Chfc®, Apma®, Clu®.
Peter Kettle, Mba, Cfp®, Chfc®, Apma®, Clu® previously worked as Managing Partner at Iron Birch Advisors® and Financial Advisor at Ameriprise Financial Services, Llc. Peter Kettle, Mba, Cfp®, Chfc®, Apma®, Clu® holds Mba, Executive Mba from Nyu Stern School Of Business.
Company email context
Email format at Iron Birch Advisors®
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*@morganstanley.com
68% confidence
AeroLeads found 1 current-domain work email signal for Peter Kettle, Mba, Cfp®, Chfc®, Apma®, Clu®. Compare company email patterns before reaching out.
Profile bio
About Peter Kettle, Mba, Cfp®, Chfc®, Apma®, Clu®
Email: peter.kettle@ampf.com Tel: 212.759.2015 Cell: 917.273.2195Iron Birch Advisors®— A private wealth advisory practice of Ameriprise Financial Services, LLC**My ApproachYour immediate needs and concerns, as well as your future dreams and goals, drive a strong financial plan. I’ve created a streamlined and informative process, guided by a mutual understanding of what matters most to you.Step 1: Discovery– My financial planning approach is comprehensive, enabled with data gathering. The more data I acquire, the better the strategies. I review everything from investment to real estate, retirement accounts, education funding, social security benefits, insurance, estate documents etc.Step 2: Conduct Analysis– Once I have vital details, I can review your current and future financial situation, identify the likelihood of you reaching your goals and address any potential shortfalls or impact of unexpected life events.Step 3: Develop tailored strategies– Each client has individualized needs, which I help them plan to achieve through customized strategies. Finding the most effective strategy to each objective is my priority.Step 4: Implementation– With my guidance, you will have access to our array of products and services that collectively can provide you with a foundation for implementing and carrying out your financial strategy.Step 5: Review– As part of my ongoing commitment, I’ll review your financial plan and help ensure it is updated with developments in your life. Considering market conditions or changes in your circumstances, I advise adjustments.**Areas of Focus• Wealth Preservation Strategies• Retirement Planning Strategies• Employee Stock Options• Estate Planning Strategies• Insurance• Investment Management• Executive Compensation and Benefit Strategies• Tax Planning Strategies• Charitable Giving• Saving for Education• Retirement Income Strategies**Qualifications• CFP® CERTIFIED FINANCIAL PLANNER™ practitioner• ChFC® Chartered Financial Consultant®• APMA® Accredited Portfolio Management Advisor℠• CLU® Chartered Life Underwriter®• Series 7• Series 63• Series 66• Life and Health**Interests• Outside of work, I love to bicycle, read books, trout fish and appreciate art.• My wife Ellen and I live in Brooklyn with our two boys, James and William.• We enjoy traveling to various places around the world.
Listed skills include Investments and Wealth Management Services.
Current workplace
Peter Kettle, Mba, Cfp®, Chfc®, Apma®, Clu®'s current company
Company context helps verify the profile and gives searchers a useful next step.
6 roles · 43 years
Peter Kettle, Mba, Cfp®, Chfc®, Apma®, Clu® work experience
A career timeline built from the work history available for this profile.
Financial Advisor
Current
Nov 2019 - Present
Financial Advisor
Aug 2012 - Nov 2019
Financial Advisor
Feb 2009 - Aug 2012
Director
Oct 1997 - Mar 2008
Senior Vice President
1983 - 1997
~14 yrs
2 education records
Peter Kettle, Mba, Cfp®, Chfc®, Apma®, Clu® education
Mba, Executive Mba
Nyu Stern School Of Business
Ma, Modern Languages
University Of Oxford
FAQ
Frequently asked questions about Peter Kettle, Mba, Cfp®, Chfc®, Apma®, Clu®
Quick answers generated from the profile data available on this page.
What company does Peter Kettle, Mba, Cfp®, Chfc®, Apma®, Clu® work for?
Peter Kettle, Mba, Cfp®, Chfc®, Apma®, Clu® works for Iron Birch Advisors®.
What is Peter Kettle, Mba, Cfp®, Chfc®, Apma®, Clu®'s role at Iron Birch Advisors®?
Peter Kettle, Mba, Cfp®, Chfc®, Apma®, Clu® is listed as Financial Advisor, Managing Partner at Iron Birch Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC at Iron Birch Advisors®.
What is Peter Kettle, Mba, Cfp®, Chfc®, Apma®, Clu®'s email address?
AeroLeads has found 1 work email signal at @morganstanley.com for Peter Kettle, Mba, Cfp®, Chfc®, Apma®, Clu® at Iron Birch Advisors®.
What is Peter Kettle, Mba, Cfp®, Chfc®, Apma®, Clu®'s phone number?
AeroLeads has found 6 phone signal(s) with area code 917, 347, 914 for Peter Kettle, Mba, Cfp®, Chfc®, Apma®, Clu® at Iron Birch Advisors®.
Where is Peter Kettle, Mba, Cfp®, Chfc®, Apma®, Clu® based?
Peter Kettle, Mba, Cfp®, Chfc®, Apma®, Clu® is based in New York, New York, United States while working with Iron Birch Advisors®.
What companies has Peter Kettle, Mba, Cfp®, Chfc®, Apma®, Clu® worked for?
Peter Kettle, Mba, Cfp®, Chfc®, Apma®, Clu® has worked for Iron Birch Advisors®, Ameriprise Financial Services, Llc, Morgan Stanley, Edward Jones, and Citi.
How can I contact Peter Kettle, Mba, Cfp®, Chfc®, Apma®, Clu®?
You can use AeroLeads to view verified contact signals for Peter Kettle, Mba, Cfp®, Chfc®, Apma®, Clu® at Iron Birch Advisors®, including work email, phone, and LinkedIn data when available.
What schools did Peter Kettle, Mba, Cfp®, Chfc®, Apma®, Clu® attend?
Peter Kettle, Mba, Cfp®, Chfc®, Apma®, Clu® holds Mba, Executive Mba from Nyu Stern School Of Business.
What skills is Peter Kettle, Mba, Cfp®, Chfc®, Apma®, Clu® known for?
Peter Kettle, Mba, Cfp®, Chfc®, Apma®, Clu® is listed with skills including Investments and Wealth Management Services.
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