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Peter Geckeler, portrait

Peter Geckeler

Managing Member at Legacy Planning Advisors in Suwanee, GA

Investment adviser and broker registrationsUpdated

Peter Geckeler is Managing Member of Legacy Planning Advisors, LLC, an investment adviser managing $234M, and works from its Suwanee, GA office. Peter Geckeler has been registered as an investment adviser representative through Legacy Planning Advisors since 3 June 2026, has 2 years in the industry across 1 firm and has passed the SIE, Series 7TO and Series 63.

2
Years in industry
0
Years at firm
1
Adviser firms
1
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Peter Geckeler has been Managing Member of Legacy Planning Advisors since May 2022, is a control person of the firm and directly owns between 25% and 50% of it. Peter Geckeler holds a B.B.A. in Finance from Terry School of Business, University of Georgia and a B.S.F.C.S. in Financial Planning from the University of Georgia.

Legacy Planning Advisors, LLC is a Suwanee, GA firm with $234M under management, 265 clients and 8 advisers in one office, as of its February 2026 filing.

Peter Geckeler is Wealth Advisor and Managing Member of Legacy Planning Advisors, based in Suwanee, Georgia. Geckeler works with retirees, corporate executives, small business owners, widows, and young families.

  1. – present · under a year
    Suwanee, GA · Adviser representative · Firm CRD 121289

Credentials and registrations

Professional designations

Listed by Legacy Planning Advisors

  • Certified Financial Planner (CFP®)
  • Certified Kingdom Advisor (CKA®)

Investment adviser representative registrations

Peter Geckeler is registered as an investment adviser representative in Georgia, since June 2026.

  • GeorgiaSince 3 June 2026

Examinations

Series 6313 November 2025
Name
Uniform Securities Agent State Law Examination
Series 7TO30 September 2024
Name
General Securities Representative Examination
SIE10 November 2023
Name
Securities Industry Essentials Examination

Key facts

Full name
Peter Lewis Geckeler
CRD
6294851
Firm
Legacy Planning Advisors · CRD 121289
Role
Managing Member
Office
5400 LAUREL SPRINGS PARKWAY, SUITE 101, Suwanee, GA 30024
Registration
Investment adviser and broker registrations
In the industry since
September 2024
Disciplinary history
Not yet shown here · SEC record · BrokerCheck

Common questions

Where does Peter Geckeler work?

Peter Geckeler has been Managing Member of Legacy Planning Advisors, LLC since May 2022, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 3 February 2026

Is Peter Geckeler a financial advisor?

Yes. Peter Geckeler has a current investment-adviser registration in Georgia, through Legacy Planning Advisors since June 2026.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Peter Geckeler have?

Peter Geckeler has 2 years in the financial industry, since September 2024, across 1 adviser firm.

Source: IAPD individual record, checked 22 October 2026

What exams has Peter Geckeler passed?

Peter Geckeler has passed 3 licensing exams: the SIE, Series 7TO and Series 63. The earliest, the SIE, was passed in November 2023.

Source: IAPD individual record, checked 22 October 2026

Where is Peter Geckeler based?

Peter Geckeler’s registered office is in Suwanee, GA.

Source: IAPD individual record, checked 22 October 2026

Is Peter Geckeler registered with FINRA?

Yes. Peter Geckeler has a current broker registration, under CRD 6294851.

Source: FINRA BrokerCheck

Is Peter Geckeler a CFP?

Legacy Planning Advisors lists Peter Geckeler with the CFP credential (“Certified Financial Planner (CFP®)”) on its website. CFP Board confirms certification status.

Source: Peter Geckeler biography, legacyplanningadvisors.com

How can I verify Peter Geckeler’s record?

Search CRD 6294851 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Peter Geckeler’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at Legacy Planning Advisors

Sources

  1. IAPD individual record, CRD 6294851, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Legacy Planning Advisors, LLC, filed 3 February 2026. Title, control and ownership bands.
  3. Legacy Planning Advisors team page. Biography, education, credentials, awards and the portrait, reproduced for identification.