Peter Bartel
Vista Investment Partners · Richmond, Indiana
Peter Bartel is a fee-only financial advisor at Vista Investment Partners in Richmond, Indiana. Vista Investment Partners reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Vista Investment Partners |
|---|---|
| Based in | Richmond, Indiana |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $383.1M across 1,548 accounts |
| SEC registration | Investment adviser representative in IN, NC · CRD 2351291 |
| Exams passed | Series 63 (1993) · Series 65 (1995) |
| Firm size | 12 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.vistainvestment.net |
| Profile |
How Peter's firm compares
- Vista Investment Partners's average account is about $248,000, from its Form ADV (assets managed divided by 1,548 accounts).
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Questions about Peter
Is Peter Bartel a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Peter holds no broker registration, and Vista Investment Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Peter charge for financial advice?
Peter's firm, Vista Investment Partners, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Peter Bartel based?
Peter Bartel is based in Richmond, Indiana.
Is Peter Bartel registered with the SEC?
Yes. Peter Bartel is registered as an investment adviser representative in IN and NC (CRD 2351291), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Vista Investment Partners manage?
Vista Investment Partners reports $383.1M across 1,548 accounts in assets under management.
How do I contact Peter Bartel?
Through Peter's website, www.vistainvestment.net.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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