Peter Soltesz
Advisor at Apis Financial Group, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Apis Financial Group, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Villa Park, IL
Credentials
Series 63, Series 65, Series 66
Industry experience
31 years
Peter Soltesz is a financial advisor with Apis Financial Group, LLC, holding Series 63, 65, and 66 designations and over 31 years of industry experience. His prior roles include positions at Waddell & Reed, Inc. and Count Consulting, LLC. Outside of finance, he serves as president of the Cook-Dupage County Beekeepers Association. Apis Financial Group provides investment management and financial planning services to individual clients, including high-net-worth households. The firm employs a blend of fundamental, technical, and cyclical analysis along with Modern Portfolio Theory principles to build diversified portfolios, offering both comprehensive and targeted planning engagements.
Based on Apis Financial Group, LLC
Fixed fees for financial planning services: Foundation Service $2,400 to $12,000; Point-in-Time Service $180 to $6,000.
$0 - $1,000,000: 1.50% $1,000,001+: 1.00%
Fee-only: Financial planning fixed fees range from $180 to $12,000 depending on complexity and service type.
Villa Park, IL
Illinois
Apis Financial Group, LLC
2021 - Present (5 years)
Waddell & Reed, Inc
2019 - 2021 (2 years)
Count Consulting, Llc
2018 - 2020 (2 years)
Illinois State Beekeepers Association
2016 - 2018 (2 years)
2110 44 Th Road, Sheridan, Llc
2015 - Present (11 years)
Waddell & Reed, Inc
2013 - 2021 (8 years)
Various insurance carriers for W&R insurance agencies
2013 - 2021 (8 years)
Day One Reliance
2013 - 2016 (3 years)
Cooke Dupage County Beekeepers Association
2013 - Present (13 years)
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Is not active or affiliated with:
Insurance agent
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Trust company
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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