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Peter Brian Bisbee

Advisor at Edward Jones — Crossville, TN Interstate Dr

Updated today

Credentials

Series 66

Experience

18 years

Location

Crossville, TN 38555

Edward Jones logo

Edward Jones

Institution

Total advisors

24,161

Across 14,149 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Peter Bisbee is a Series 66-licensed financial advisor at Edward Jones with 17 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

Crossville, TN Interstate Dr

1366 Interstate Dr Suite 103

Crossville TN 38555

Advisors at this office

4

Most active in

Tennessee · Texas

Work history

18 years of industry experience

Edward Jones

2008 - Present • 18 years

St Louis, MO

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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Ronn C

Series 66

Crossville, TN

North Pointe Financial Advisors, Inc

Ronn Christensen is a financial advisor with North Pointe Financial Advisors, Inc. in Crossville, TN. He holds the Series 66 designation and has 16 years of industry experience. Prior to founding North Pointe in 2012, he worked with various insurance carriers for W & R Insurance Agencies and also owns Black Diamond Marketing, an advertising agency based in Crystal Lake, IL. North Pointe Financial Advisors provides portfolio management and financial planning services to individuals, trusts, estates, and small businesses. The firm employs a non-discretionary investment approach using computer-modeled mutual fund portfolios, offering clients a range of strategies from Conservative Income to Aggressive Growth.

General retirement planning General tax planning General estate planning guidance
user avatar

Jordan W

Series 65

Crossville, TN

Witt Financial Group, LLC

Jordan Witt is a financial advisor at Witt Financial Group, LLC in Crossville, TN, with 11 years of industry experience. He holds a Series 65 designation and has been with Witt Financial Group since 2014. Witt is also a licensed insurance agent and receives commissions in that capacity. Witt Financial Group provides investment advisory and financial planning services primarily to individuals, including high-net-worth clients, and pension plans. The firm manages over $154 million in client assets and is known for its educational seminars and workshops, as well as its approach of directing client assets to third-party managers while offering tailored investment policy statements.

College savings (529s, UTMA, etc.)
user avatar

Jackson E

Series 65

Crossville, TN

Witt Financial Group, LLC

Jackson Eldridge is a financial advisor with Witt Financial Group, LLC in Crossville, TN. He holds a Series 65 designation and has one year of industry experience. Prior to joining Witt Financial Group, he worked at RW Baird and served in roles at the Knox County Clerk and the TAD Center. Witt Financial Group advises individuals, high-net-worth households, and select pension plans by providing portfolio management through sub-adviser selection and oversight, along with standalone financial planning services. The firm’s approach emphasizes matching clients with third-party money managers and offering educational seminars on various financial topics.

College savings (529s, UTMA, etc.)
user avatar

Hobert W

Series 63

Crossville, TN

Witt Financial Group, LLC

Hobert Witt is a financial advisor at Witt Financial Group, LLC, with 24 years of industry experience. He has held his current position since 2003, following a brief tenure at Wealth Financial Advisory Services, LLC. Witt holds a Series 63 designation. Witt Financial Group provides portfolio management and financial planning services primarily to individuals, high-net-worth households, and select pension plans. The firm focuses on selecting and overseeing third-party money managers and offers educational seminars and workshops on financial topics.

College savings (529s, UTMA, etc.)
user avatar

Glenn S

Series 65

Crossville, TN

Mpm Wealth Advisors

Glenn Seabolt is a Series 65-licensed financial advisor with 19 years of industry experience. He has been with Modern Portfolio Management since 2005. MPM Wealth Advisors provides investment advisory and financial planning services to individual clients, pension and employee benefit plans, trusts, and other entities. The firm emphasizes diversified portfolios constructed from low-expense mutual funds and ETFs, guided by client suitability and risk profiles, and manages approximately $1.04 billion in assets.

General retirement planning ESG / Sustainable investing Founder/Business Owner Retired Approaching retirement Mid-Career Professionals
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Christopher P

CFP®, Series 66

Crossville, TN

Core Planning

Christopher Peterson is a CFP® with 19 years of industry experience. He has been with Peterson Wealth Advisory, LLC since 2008 and joined Core Planning in 2025. Core Planning provides fee-only financial planning and wealth management services primarily to individual and high-net-worth clients, as well as ERISA 3(21) advisory services for qualified retirement plans. The firm utilizes third-party model portfolios and automated rebalancing tools to support portfolio management while tailoring strategies to client objectives and risk tolerance.

Retirement income strategy
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