Peter Lengsfeld has been an investment adviser representative at A & I Financial Services since May 2017, and is not listed among the firm’s executive officers or direct owners. Peter Lengsfeld holds a Bachelor's degrees in Mechanical Engineering and Economics from the University of California at Irvine and a Master's degree in Mechanical Engineering.
A & I Financial Services, LLC is a Lone Tree, CO firm with $560M under management, 518 clients and 9 advisers in one office, as of its April 2026 filing.
Peter Lengsfeld is a Financial Advisor of A&I Wealth Management with over twenty years of experience. He develops retirement plans for small to medium sized companies and focuses on his clients' overall financial stability. He worked as an engineer in Southern California before entering financial services in 1995.
Peter Lengsfeld’s longest registration was 18 years at Presidential Brokerage, Inc. (1999–2017). Before joining A & I Financial Services in 2017, Peter Lengsfeld was registered through Presidential Brokerage, Inc.
- A & I Wealth ManagementCurrent– present · 9 yearsLone Tree, CO · Adviser representative · Firm CRD 148357
- Presidential Brokerage, Inc.– · 18 yearsGreenwood Village, CO · Adviser representative · Firm CRD 28784
Professional designations
Listed by A & I Financial Services
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Peter Lengsfeld is registered as an investment adviser representative in Colorado, since May 2017.
- ColoradoSince 19 May 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 7 October 1997 |
| Series 24 | General Securities Principal Examination | 4 December 1995 |
| Series 63 | Uniform Securities Agent State Law Examination | 31 March 1995 |
| Series 7 | General Securities Representative Examination | 29 March 1995 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Peter Frederic Lengsfeld
- CRD
- 2602766
- Firm
- A & I Financial Services · CRD 148357
- Office
- 9605 KINGSTON COURT, SUITE 190, Lone Tree, CO 80112
- Registration
- Investment adviser and broker registrations
- In the industry since
- March 1995
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- assetsandincome.com
Where does Peter Lengsfeld work?
Peter Lengsfeld is an investment adviser representative registered through A & I Financial Services, LLC since May 2017, and is not listed among the firm’s executive officers or direct owners.
Is Peter Lengsfeld a financial advisor?
Yes. Peter Lengsfeld has a current investment-adviser registration in Colorado, through A & I Financial Services since May 2017.
How many years of experience does Peter Lengsfeld have?
Peter Lengsfeld has 31 years in the financial industry, since March 1995, across 2 adviser firms.
What exams has Peter Lengsfeld passed?
Peter Lengsfeld has passed 4 licensing exams: the Series 7, Series 63, Series 24 and Series 65. The earliest, the Series 7, was passed in March 1995. FINRA credited Peter Lengsfeld with the SIE, which began in October 2018.
Where is Peter Lengsfeld based?
Peter Lengsfeld’s registered office is in Lone Tree, CO.
Is Peter Lengsfeld registered with FINRA?
Yes. Peter Lengsfeld has a current broker registration, under CRD 2602766.
Source: FINRA BrokerCheck
Is Peter Lengsfeld a CFP?
A & I Financial Services lists Peter Lengsfeld with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Peter Lengsfeld’s record?
Search CRD 2602766 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Peter Lengsfeld’s full registration record.