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Peter Francis Heimerman

Advisor at Independent Advisor Alliance, LLC — Richfield, WI

Updated today

Credentials

Series 63, Series 65

Experience

24 years

Location

Richfield, WI 53076

Independent Advisor Alliance, LLC logo

Independent Advisor Alliance, LLC

Enterprise

Total advisors

301

Across 165 offices

Clients per advisor

140 Very High

Avg AUM per client

$386,491 Typical

HNW client ratio

37% High

About

Peter Heimerman is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has been associated with Independent Advisor Alliance and LPL Financial since 2017 and previously worked for various insurance carriers and Waddell & Reed, Inc. for 15 years. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement consulting services. The firm employs a combination of discretionary and non-discretionary portfolio management strategies and utilizes technology platforms to integrate asset aggregation and estate planning.

Client services

Based on Independent Advisor Alliance, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on Independent Advisor Alliance, LLC

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Tax strategies for small businesses

Occupation focus

Based on Independent Advisor Alliance, LLC

Founder/Business Owner Retired

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Fee options

Fixed

Financial planning flat fees typically range from $0 to $15,000; Wealth coaching fixed fees range from $250 to $10,000 per quarter; Retirement Plan Consulting Services may include one-time flat rate fees for project specific work

Percentage

$0+: up to 2.00% annually (maximum) $0+: typical maximum of 1% annually for Retirement Plan Consulting Services fees based on percentage of plan assets

Project-based

Up to $500 per hour for financial planning and consulting services

Subscriptions

Wealth.com Estate Planning fees charged monthly or quarterly, negotiable; Wealth coaching charged quarterly in advance, fixed fee

Location

See office

Richfield, WI

1717 Wolf Road, Unti E

Richfield WI 53076

Advisors at this office

4

Most active in

Colorado · Florida · Illinois · Minnesota · Texas · Wisconsin

Work history

24 years of industry experience

Independent Advisor Alliance, LLC

2017 - Present • 9 years

Richfield, WI

LPL Financial

2017 - Present • 9 years

Richfield, WI

Various Insurance Carriers for W & R Insurance Agencies

2002 - 2017 • 15 years

Cedar Grove, WI

Waddell & Reed, Inc

2002 - 2017 • 15 years

Richfield, WI

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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Nkozi K

Series 63, Series 66, Series 24, Series 7

Germantown, WI

Thrivent Investment Management

Nkozi Knight is a financial advisor with four years of industry experience. Knight worked at Northwestern Mutual Life Insurance Company and U.S. Bank. Outside of financial advising, Knight owns several businesses, including GreenHomeHub, a veteran and minority-owned cleaning and sustainability company, NEST Healthworks, a healthcare consulting firm, and Bodhi Photography, a creative media business. Knight also serves on the board of the Marquette University Alumni Association and volunteers as a board member for the Greater Galilee Community Development Center.

Business ownership considerations Doctor or Medical Professional Self-Employed Educators, Teachers, and Academics Military & Veterans
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Brian S

ChFC®, Series 63, Series 66

Hartland, WI

Selerski Asset Management, LLC

Brian Selerski is a financial advisor with Selerski Asset Management, LLC in Hartland, Wisconsin. He holds the ChFC® designation and has 21 years of industry experience, including 19 years with Northwestern Mutual Investment Services and 16 years with Northwestern Mutual Wealth Management Company. He manages his independent advisory firm as a solo practitioner. Selerski Asset Management serves individuals, families, high-net-worth clients, trusts, estates, businesses, charities, and employee benefit plans. The firm offers financial planning, discretionary investment management, and qualified plan consulting, employing a strategic asset allocation approach with custom portfolios and a mix of analytical methods. The firm is notable for providing both plan-level and participant-level retirement plan consulting, including discretionary services and educational seminars, which is uncommon among independent solo advisors.

Wealth management
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Matthew B

Series 65

Glendale, WI

Erenda Capital

Matthew Buehler is a financial advisor at Erenda Capital with three years of industry experience. He holds the Series 65 designation and previously worked at Glarus Capital for five years and Ankura Consulting for one year. Buehler’s background includes involvement in law, private equity, and asset valuation, including co-founding a farmland private equity business. Erenda Capital provides discretionary and non-discretionary portfolio management and financial planning services to individuals, trusts, estates, and business entities. The firm employs a proprietary, value-oriented equity selection approach, focusing on concentrated portfolios and offering tailored allocation profiles without taking custody of client assets.

Active portfolio management Concentrated stock management Income planning
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Luke L

CFA®

Mequon, WI

Founder360â° Family Office

Luke La Manna is a CFA® charterholder with two years of industry experience. He is currently with Founder360° Family Office, an independent firm he joined in 2025, following prior roles at Cottage Row Partners and Reinhart Partners, Inc. Outside of finance, he has worked in the dental industry at Lakeshore Family Dentistry for nine years. Founder360° Family Office serves founders of closely held businesses, their families, and entrepreneurs with complex business, tax, and estate planning needs. The firm offers integrated family office services, discretionary investment management, and an automated business planning platform, combining fundamental analysis with modern portfolio principles and providing tailored pricing options.

Business ownership considerations Business exit / sale strategy Business succession planning Retirement income strategy Private / alternative investments Founder/Business Owner Dentist Veterinarian
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Mark C

Series 63, Series 65, Series 66

Glendale, WI

Crawford Asset Management, LLC

Mark Crawford is the principal of Crawford Asset Management, LLC, an independent investment advisory firm based in Glendale, WI. He holds Series 63, 65, and 66 licenses and has 27 years of industry experience, including 20 years managing his own firm since 2006. Crawford Asset Management, LLC provides discretionary investment supervisory services and portfolio management to individuals, high-net-worth clients, corporations, nonprofit organizations, and pension and profit-sharing plans. The firm combines fundamental and technical analysis with macroeconomic indicators and both quantitative and qualitative research to tailor portfolios that emphasize ETFs and individual equities, maintaining a long-term investment approach with an equities-heavy allocation.

Concentrated stock management Active portfolio management Passive / index investing
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Ryan G

Series 65

Saukville, WI

Premium Alpha Capital, LLC

Ryan Green is a financial advisor at Premium Alpha Capital, LLC in Saukville, Wisconsin, holding a Series 65 credential with one year of industry experience. Prior to his advisory role, he has worked in sports performance training and marketing, currently serving as a performance coach and marketing specialist at BRX Performance, a facility specializing in training baseball athletes. Premium Alpha Capital provides customized investment management for individual investors including retirees and professionals, focusing on income generation, growth, and downside risk management through ETFs, index funds, and various options strategies. The firm employs technical, fundamental, and macroeconomic analysis along with tactical asset allocation and individual equity selection, managing accounts on a discretionary basis with frequent reviews and providing detailed performance reporting uncommon among independent advisors.

Active portfolio management Options & derivatives strategies Passive / index investing
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