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Christopher Raymond Peitz

Advisor at Calton & Associates, Inc. — Mitchell, SD

Updated today

Credentials

CFP®, Series 63, Series 65

Experience

36 years

Location

Mitchell, SD 57301

Calton & Associates, Inc. logo

Calton & Associates, Inc.

Multi-team

Total advisors

133

Across 86 offices

Clients per advisor

37 Low

Avg AUM per client

$286,773 Very Low

HNW client ratio

6% Low

About

Christopher Peitz is a CFP® with 35 years of industry experience, currently serving as a financial advisor at Calton & Associates, Inc. since 2019. He previously worked at Capital Financial Services, Inc. for nine years. In addition to his advisory role, he is an owner and insurance representative of Independent Financial Center, offering annuities, life, and long-term care insurance. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm offers both discretionary and non-discretionary management options tailored to client goals and operates multiple program structures, including firm-managed wrap programs and separate account platforms.

Client services

Based on Calton & Associates, Inc.

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Calton & Associates, Inc.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy

Occupation focus

Based on Calton & Associates, Inc.

Executive Founder/Business Owner

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Fee options

Fixed

Financial planning services may be charged a flat fee, negotiable; retirement plan consulting may be charged a flat fee up to $50,000

Percentage

Up to 2.60% annually (negotiable by client and IAR)

Commissions

Commission charged on securities and insurance products purchased and sold; separate from advisory fees

Project-based

Financial planning and retirement plan consulting services may be charged hourly up to $500/hour

Performance-based

Performance-based fees charged for certain clients generally with net worth over $2,200,000 or at least $1,100,000 assets; fixed fee up to 25% of account balance quarterly in advance plus performance fee up to 10% of net increase charged quarterly in arrears

Other

Account minimum: $50,000 Fee-only: Investment advisory fees based on assets under management up to 2.60%, negotiable; financial planning fees charged as flat fee or hourly, negotiable; retirement plan consulting fees charged as flat fee, AUM percentage (up to 1.5%), or hourly (up to $500/hour)

Location

See office

Mitchell, SD

115 E Havens Ave, Suite 101

Mitchell SD 57301

Advisors at this office

1

Most active in

South Dakota

Work history

36 years of industry experience

Calton & Associates, Inc.

2019 - Present • 7 years

Mitchell, SD

Capital Financial Services, Inc

2010 - 2019 • 9 years

Minot, ND

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Alan M

Series 66

Mitchell, SD

Colliers Securities LLC

Alan Miller is a financial advisor at Colliers Securities LLC with 20 years of industry experience. He holds the Series 66 designation and has been with Colliers Securities since 2014. Colliers Securities LLC serves individual and high-net-worth clients, as well as trusts, estates, retirement plans, charitable organizations, and business entities. The firm offers both brokerage and advisory services, employing a combination of non-discretionary and discretionary accounts managed in partnership with third-party firms.

Active portfolio management
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Spencer B

Series 66

Mitchell, SD

OSAIC

Spencer Boyd is a financial advisor with OSAIC, holding a Series 66 designation and four years of industry experience. Prior to joining OSAIC in 2024, he worked at Woodbury Financial Services Inc. and has been involved with Boyd Financial Services since 2021. Outside of his advisory role, he assists with operations at a local boutique in Mitchell, SD. OSAIC serves a diverse range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm integrates brokerage and advisory services through multiple platforms, utilizing asset-allocation tools and third-party managers to construct portfolios across various asset classes.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive

Trenton K

Series 66

Mitchell, SD

Edward Jones

Trenton Koehn is a financial advisor at Edward Jones with a Series 66 credential and three years of industry experience. Prior to joining Edward Jones, he worked for nineteen years at Koehn Bros. Funeral Home. Outside of advising, he owns and operates a 32-unit storage facility in Armour, SD. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Real estate investing General retirement planning Self-Employed
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Michael S

Series 66

Mitchell, SD

Raymond James Financial

Michael Steffen is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 16 years of industry experience. Prior to his current role, he has been associated with CorTrust Wealth Management and CorTrust Bank since 2015. Outside of his advisory work, he owns farm ground which he rents to family. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning and uses analytical tools to model potential outcomes, supporting clients through its advisory programs and partnerships.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Matthew M

Series 66

Mitchell, SD

STIFEL

Matthew Mc Manus is a financial advisor at Stifel with a Series 66 designation and no prior industry experience. Before joining Stifel in 2025, he worked as an athletic trainer at Dakota Wesleyan University and Sanford Health. He also provides sports coverage as a PRN athletic trainer at Dakota Wesleyan University. Stifel serves a wide range of clients, including individuals and institutions, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
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Jeffery T

Series 66

Mitchell, SD

Thrivent Investment Management

Jeffery Tveit is a financial advisor with Thrivent Investment Management in Mitchell, SD, holding a Series 66 designation and 18 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2007. Outside of his advisory role, he is involved in several community activities, including chairing local events like the annual Christmas Carousel and participating in educational programs through Junior Achievement. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm supports clients through comprehensive analyses and ongoing reviews while providing the option to combine planning with managed-account programs under a consolidated billing structure.

Business ownership considerations
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