Peter K. Criswell, CLU® ChFC®
Peter Criswell is a veteran of the securities industry who began his career at Merrill Lynch in the late ’60s. In the ensuing years, he entered the entrepreneurial arena, where he oversaw and ran several successful start-up companies in the entertainment and communications industries.
Mr. Criswell then dedicated 10 years of his career to equity trading for a hedge fund before adding risk management and insurance planning to his extensive investment background through his work with a major national insurance company.
In 2007, he started Kellogg Wealth Advisors, Inc., a registered investment advisor that provides financial and insurance planning strategies to individuals and privately held businesses.
As the principal of Kellogg Wealth Advisors, Mr. Criswell enjoys the personal connection of working closely with clients to share his experience in tax-efficient risk, insurance and investment strategies, including qualified and non-qualified retirement planning for individuals and groups. As a culmination of many years of diverse experience, Mr. Criswell has discovered his most fulfilling mission: helping people and small businesses find the financial solutions that feel right to them.