Peter Nordenberg, Wms
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Peter Nordenberg, Wms Email & Phone Number

COO and Director of Private Client Group, Gentian Financial and Operations Manager, RJFS at Gentian Financial, Inc.
Location: Mequon, Wisconsin, United States 6 work roles 1 school
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Current company
Gentian Financial, Inc.
Role
COO and Director of Private Client Group, Gentian Financial and Operations Manager, RJFS
Location
Mequon, Wisconsin, United States
Company size
16 employees

Who is Peter Nordenberg, Wms? Overview

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Quick answer

Peter Nordenberg, Wms is listed as COO and Director of Private Client Group, Gentian Financial and Operations Manager, RJFS at Gentian Financial, Inc., a with 16 employees, based in Mequon, Wisconsin, United States. AeroLeads shows a matched LinkedIn profile for Peter Nordenberg, Wms.

Peter Nordenberg, Wms previously worked as COO & Director of Private Client Group, Gentian Financial / Operations Manager, RJFS at Gentian Financial, Inc. and Director of Investments, Gentian Financial, Inc. / Operations Manager, RJFS at Gentian Financial, Inc.. Peter Nordenberg, Wms holds Bachelor Of Arts (Ba), Economics from University Of Wisconsin-Milwaukee.

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Email format at Gentian Financial, Inc.

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Gentian Financial, Inc.

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Profile bio

About Peter Nordenberg, Wms

My role with Gentian Financial is multifaceted. As COO, I handle the day-to-day administration of Gentian, everything from human resources needs and building operations to business planning and marketing. As Director of our Private Client Group, I manage a designated team that assists high-net-worth families and individuals navigate complex financial matters. My objective is to provide premium service and a truly exceptional client experience.I love guiding people to determine what they really want to accomplish for themselves, their families, and their community, and then making sure their financial goals are in alignment with their personal values. It is an honor to help clients utilize their assets to achieve their hopes and dreams.I earned a bachelor's degree in economics from the University of Wisconsin–Milwaukee and hold the Wealth Management Specialist (WMS) designation, along with Series 7, 24 and 66 securities licenses. Gentian Financial, Inc. is not a registered broker/dealer and is independent of Raymond James Financial Services. Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Investment Advisory Services offered through Raymond James Financial Services Advisors, Inc. and Gentian Financial, Inc. For important disclosure information, please see "Social Media Disclosure"​ link in the "Contact Info" section.

Listed skills include Portfolio Management, Securities, Asset Allocation, Retirement Planning, and 2 others.

Current workplace

Peter Nordenberg, Wms's current company

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Gentian Financial, Inc.
Gentian Financial, Inc.
COO and Director of Private Client Group, Gentian Financial and Operations Manager, RJFS
Mequon, WI, US
Website
gentianfinancial.com
Employees
16
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Company profile
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6 roles

Peter Nordenberg, Wms work experience

A career timeline built from the work history available for this profile.

Coo And Director Of Private Client Group, Gentian Financial And Operations Manager, Rjfs

Gentian Financial, Inc.

Mequon, Wi, Us

Coo & Director Of Private Client Group, Gentian Financial / Operations Manager, Rjfs

Gentian Financial, Inc.

Mequon, Wi

Director Of Investments, Gentian Financial, Inc. / Operations Manager, Rjfs

Gentian Financial, Inc.

Mequon, Wi

Feb 2015 - Jul 2020

Portfolio Analyst

Filbrandt Investment Advisers

Madison, Wisconsin Area

Nov 2013 - Jan 2015

Investment Analyst

Alliance Wealth Management, Inc.
Dec 2006 - Nov 2013

Intern - React! Group

B.C. Ziegler & Co.
Jan 2006 - Dec 2006
Team & coworkers

Colleagues at Gentian Financial, Inc.

Other employees you can reach at gentianfinancial.com. View company contacts for 16 employees →

MM Mike Mann, Cfp®, Crpc® Mike Mann, Cfp®, Crpc® Colleague at Gentian Financial, Inc.Arlington, Virginia, United States View → LS Lisa Sheridan Lisa Sheridan Colleague at Gentian Financial, Inc.Milwaukee, Wisconsin, United States View → AH Annabelle Herschede Annabelle Herschede Colleague at Gentian Financial, Inc.Chicago, Illinois, United States View → ZD Zach Deboer, Crpc® Zach Deboer, Crpc® Colleague at Gentian Financial, Inc.Greater Milwaukee, United States View → A( Ashley (Dreher) Neuworth Ashley (Dreher) Neuworth Colleague at Gentian Financial, Inc.Greater Milwaukee, United States View → RC Ryan Carow Ryan Carow Colleague at Gentian Financial, Inc.Mequon, Wisconsin, United States View → CD Chris Doughty, Cfp®, Crpc® Chris Doughty, Cfp®, Crpc® Colleague at Gentian Financial, Inc.Milwaukee, Wisconsin, United States View → BR Benjamin Rennicke Benjamin Rennicke Colleague at Gentian Financial, Inc.Ozaukee County, Wisconsin, United States View → JP Jenny Podolak Jenny Podolak Colleague at Gentian Financial, Inc.Washington County, Wisconsin, United States View → LF Lauren Frecka Lauren Frecka Colleague at Gentian Financial, Inc.Milwaukee, Wisconsin, United States View →
1 education record

Peter Nordenberg, Wms education

FAQ

Frequently asked questions about Peter Nordenberg, Wms

Quick answers generated from the profile data available on this page.

What company does Peter Nordenberg, Wms work for?

Peter Nordenberg, Wms works for Gentian Financial, Inc..

What is Peter Nordenberg, Wms's role at Gentian Financial, Inc.?

Peter Nordenberg, Wms is listed as COO and Director of Private Client Group, Gentian Financial and Operations Manager, RJFS at Gentian Financial, Inc..

Where is Peter Nordenberg, Wms based?

Peter Nordenberg, Wms is based in Mequon, Wisconsin, United States while working with Gentian Financial, Inc..

What companies has Peter Nordenberg, Wms worked for?

Peter Nordenberg, Wms has worked for Gentian Financial, Inc., Filbrandt Investment Advisers, Alliance Wealth Management, Inc., and B.C. Ziegler & Co..

Who are Peter Nordenberg, Wms's colleagues at Gentian Financial, Inc.?

Peter Nordenberg, Wms's colleagues at Gentian Financial, Inc. include Mike Mann, Cfp®, Crpc®, Lisa Sheridan, Annabelle Herschede, Zach Deboer, Crpc®, and Ashley (Dreher) Neuworth.

How can I contact Peter Nordenberg, Wms?

You can use AeroLeads to view verified contact signals for Peter Nordenberg, Wms at Gentian Financial, Inc., including work email, phone, and LinkedIn data when available.

What schools did Peter Nordenberg, Wms attend?

Peter Nordenberg, Wms holds Bachelor Of Arts (Ba), Economics from University Of Wisconsin-Milwaukee.

What skills is Peter Nordenberg, Wms known for?

Peter Nordenberg, Wms is listed with skills including Portfolio Management, Securities, Asset Allocation, Retirement Planning, Wealth Management, and Mutual Funds.

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