Series 7, 53 & 63 Securities Registrations,1 Series 65 Advisory Registration,† Insurance License
Peg brings 30+ years of experience in the financial services industry. A lifelong learner, she enjoys giving advice on comprehensive planning including financial planning, tax planning, retirement planning, risk management and estate planning. She is one of the founders/partner of the “Roundtable”. All specialists you need, all in one place. Peg works closely with her team members Nicole Webb , Preston Koenig and the “Roundtable.” We are dedicated to simplifying , living through the clients’ financial lives and inspiring them to achieve lifelong dreams. The “Your Money” radio show that Peg hosts is one of the longest running financial radio programs. You can listen to past radio shows online at YourMoneyRadio.com.
- Barron's Top Financial Advisor (2014-2017)1
- Finance & Commerce's Top Women in Finance (2014)²
- Five Star Wealth Manager (2016)³
The Webb-Koenig-Webb Financial Advisory team is located in our Burnsville, MN office.
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1 Securities registrations are held with, and securities are offered through LPL Financial, Member FINRA/SIPC. †Advisory registrations are held with Wealth Enhancement Advisory Services. Advisory services offered through Wealth Enhancement Advisory Services, a registered investment advisor. Wealth Enhancement Advisory Services and Wealth Enhancement Group are separate entities from LPL Financial.
1 Factors included in Barron's Top 1200 Financial Advisor 2014 - 2017 rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.
2 The Top Women in Finance awards recognize the outstanding efforts of women in Minnesota who are making notable contributions to their professions, their communities and society at large. The honorees are selected by Finance & Commerce staff from independently submitted nominations.
3 Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2016 FIVE STAR Wealth Managers.