Alexander Peets

Alexander Peets [ChFEBC℠]

2 Mid America Plaza
Suite 800
Oakbrook Terrace, IL 60181

Original Certification Date 5/6/2016

Organization: StepWise Financial, Inc

Broker Dealer: Cetera Advisor Networks

Phone: 847-707-1688
Fax: 888-419-3696



States Currently Licensed: IL, IN, FL

Primary Insurance Companies: As an independent financial agent, I am able to shop the market for low cost insurance with A+ rated companies. For example, these are a few of the top companies I utilize: American General, Ameritas, Jackson National, Prudential, Standard, SBLI, MetLife, Lincoln Financial, AXA & Genworth

Primary Investment Companies: Being an independent advisor with fiduciary responsibilities for investing, our firm uses low cost platforms with full access to the markets to maximize investing strategies. Some of the companies we use are TD Ameritrade, TCA, Black Rock, Fidelity & Jefferson National

Services: I provide services and strategies with Federal Employee Benefits, retirement planning, insurance strategies, investing and strategic wealth building techniques, while actively seeking solutions that are in the best interests of my clients

Additional Information: Our client consultations are free to you. Our desire is to make all of our clients comfortable with their financial situation now and in the future. We base our recommendations on your priorities, values, needs & goals, with an understanding as I am a former DOD Contractor & Veteran.