Peter Ward Flanzer
Investment Adviser Representative at Bartlett & Co. Wealth Management LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Peter Ward Flanzer is an investment adviser representative with Bartlett & Co. Wealth Management LLC in Chicago, IL, where they have been registered since 2020. They have worked in the securities industry since 2003 and have been registered with 3 firms, including Lodestar Investment Counsel, LLC and Lodestar Investment Counsel Inc. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Illinois.
Office
Advisors at this office: 4
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Illinois
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Lodestar Investment Counsel, LLCDec 2002 – Jun 2019Chicago, IL
- Waterstone Financial GroupJan 2004 – Jun 2019Itasca, WI
- Bartlett Asset ManagementJul 2019 – no end date reportedChicago, IL
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Bartlett & Co. Wealth Management LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Firm account minimum
- $2,000,000 (waivable)
- Wealth Management - First $2,000,0001.00%
- Wealth Management - Next $5,000,0000.75%
- Wealth Management - Over $7,000,0000.50%
- Institutional Fixed Income - First $10,000,0000.50%
+1 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 33
- Offices listed on AdvisorFinder:
- 3
- Main office:
- Cincinnati, OH
- SEC file number:
- 801-112635
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 31, 2026
View full firm profileOther advisors at Bartlett & Co. Wealth Management LLC
Showing 12 of 33 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Peter Ward Flanzer has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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