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RIA / WealthAdvisor30 years in industry

PETER ANDREAS KLINKMUELLER

Advisor at ALERA INVESTMENT ADVISORS, LLC

Acton, MA | DEERFIELD, IL

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Search this name across graphsid dfx:ria:c2d064ba-94c4-57c0-3fac-8634d002e5f5

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:34 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Jan 4, 2012 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ALERA INVESTMENT ADVISORS, LLC
Current firm class: mixed wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 23, 1995earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Oct 23, 1995
First registration: Jan 4, 2012
Dual registered: no
Other names: PETER ANDREAS KLINKNUELLER
IAPD individual key: 2662672

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ALERA INVESTMENT ADVISORS, LLC	Mixed wealth	Jan 27, 2025	n/a	yes	Acton, MA\|DEERFIELD, IL	Current employment
STRATEGIC RETIREMENT PLAN CONSULTANTS, INC.	State registered	May 16, 2018	Mar 6, 2026	no	ACTON, MA	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Nov 25, 2013	Feb 25, 2025	no	ACTON, MA\|ACTON, MA\|SAN DIEGO, CA\|ACTON, MA\|WILLIAMSBURG, VA	Previous registration
FINANCIAL STRATEGIES RETIREMENT PARTNERS	n/a	Feb 14, 2012	Nov 22, 2013	no	BEDFORD, NH	Previous registration
COMMONWEALTH FINANCIAL NETWORK	National bd RIA	Jan 4, 2012	Dec 9, 2013	no	BEDFORD, NH	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
STRATEGIC RETIREMENT PLAN CONSULTANTS, INC.	ALERA INVESTMENT ADVISORS, LLC	Mar 6, 2026	Jan 27, 2025	-403	Firm change after gap	Other
LPL FINANCIAL LLC	STRATEGIC RETIREMENT PLAN CONSULTANTS, INC.	Feb 25, 2025	May 16, 2018	-2,477	Firm change after gap	Ibd to state RIA
COMMONWEALTH FINANCIAL NETWORK	FINANCIAL STRATEGIES RETIREMENT PARTNERS	Dec 9, 2013	Feb 14, 2012	-664	Firm change after gap	Other
FINANCIAL STRATEGIES RETIREMENT PARTNERS	LPL FINANCIAL LLC	Nov 22, 2013	Nov 25, 2013	3	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
292970:287906:MA:2026-03-06	Mar 6, 2026	Jan 27, 2025	ACTON, MA	Firm change after gap

Relationships

Registered with (5)

→ ALERA INVESTMENT ADVISORS, LLCRegistered adviserregistration: current employment
Jan 27, 2025 to presentfactForm ADV
→ STRATEGIC RETIREMENT PLAN CONSULTANTS, INC.Registered adviserregistration: previous registration
May 16, 2018 to Mar 6, 2026factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Nov 25, 2013 to Feb 25, 2025factForm ADV
→ COMMONWEALTH FINANCIAL NETWORKRegistered adviserregistration: previous registration
Jan 4, 2012 to Dec 9, 2013factForm ADV
→ FINANCIAL STRATEGIES RETIREMENT PARTNERSRegistered adviserregistration: previous registration
Feb 14, 2012 to Nov 22, 2013factForm ADV

Dated events

Occurred
Mar 6, 2026
Advisor changed firm
Peter Andreas Klinkmueller left Strategic Retirement Plan Consultants, Inc. for Alera Investment Advisors, Llc (registered 2025-01-27)
Form ADVobserved 5 days ago
Occurred
Feb 25, 2025
Advisor changed firm
Peter Andreas Klinkmueller left Lpl Financial Llc for Strategic Retirement Plan Consultants, Inc. (registered 2018-05-16)
Form ADVobserved 5 days ago