Broker Check
Peter Heimerman, CMFC®

Peter Heimerman, CMFC®

President and Wealth Advisor

After graduating from UW-Whitewater in 2002 with a Bachelor's degree in Business, Pete joined Waddell & Reed as a Financial Advisor. Pete has continued his education and credentials by earning the Charter Mutual Fund Counselor designation.

Pete and his wife, Kari, are the parents of three young children. When not spending time with his family, Pete enjoys outdoor pursuits, including golfing, fishing and hunting.