Allan Peil has been an investment adviser representative at Vertis Wealth since November 2022, and is not listed among the firm’s executive officers or direct owners. Allan Peil holds a Degree in Finance from the University of Wisconsin–Whitewater.
Vertis Wealth, LLC is a Chicago, IL firm with $141M under management, 835 clients and 6 advisers across 7 offices, as of its March 2026 filing.
Allan Peil is Financial Advisor of Vertis Wealth. He has a decade of experience helping individuals, families, and business owners pursue their financial goals through personalized planning and investment guidance.
Professional designations
Listed by Vertis Wealth
- Retirement Income Certified Professional® (RICP®)
Investment adviser representative registrations
Allan Peil is registered as an investment adviser representative in 6 states. The first approvals date from November 2022; the most recent is Florida, in October 2024.
- AlabamaSince 29 January 2024
- FloridaSince 1 October 2024
- IllinoisSince 2 November 2022
- MichiganSince 2 November 2022
- New JerseySince 21 May 2024
- TennesseeSince 5 February 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 16 June 2022 |
| Series 63 | Uniform Securities Agent State Law Examination | 29 June 2020 |
| Series 6TO | Investment Company Products/Variable Contracts Representative Examination | 28 February 2020 |
| SIE | Securities Industry Essentials Examination | 19 November 2019 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Allan Scott Peil
- CRD
- 7052125
- Firm
- Vertis Wealth · CRD 307270
- Office
- 801 WARRENVILLE RD., SUITE 100, Lisle, IL 60532
- Registration
- Investment adviser registration
- In the industry since
- March 2022
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- vertiswealth.com
Where does Allan Peil work?
Allan Peil is an investment adviser representative registered through Vertis Wealth, LLC since November 2022, and is not listed among the firm’s executive officers or direct owners.
Is Allan Peil a financial advisor?
Yes. Allan Peil has a current investment-adviser registration in Alabama, Florida, Illinois, Michigan, New Jersey and Tennessee, through Vertis Wealth since November 2022.
How many years of experience does Allan Peil have?
Allan Peil has 4 years in the financial industry, since March 2022, across 1 adviser firm.
What exams has Allan Peil passed?
Allan Peil has passed 4 licensing exams: the SIE, Series 6TO, Series 63 and Series 65. The earliest, the SIE, was passed in November 2019.
Where is Allan Peil based?
Allan Peil’s registered office is in Lisle, IL.
Is Allan Peil registered with FINRA?
No. Allan Peil has no current broker registration.
How can I verify Allan Peil’s record?
Search CRD 7052125 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Allan Peil’s full registration record.
