Kirk Peterson (CRD# 5687185) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Ainsworth, NE and has over 12 years of experience in the finance industry.
CRD# 1634768
Cpr Investments Inc.
CRD# 7504921
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Ainsworth, NE | Jan 2024 - Current | < 1 |
| Woodbury Financial Services Inc. | Minden, NE | Dec 2018 - Jan 2024 | 5 |
| Mwa Financial Services Inc. | Rock Island, IL | Jan 2016 - Dec 2018 | 2 |
| Modern Woodmen Of America | Rock Island, IL | Dec 2015 - Dec 2018 | 3 |
| A&m Ag Partners | Axtell, NE | Sep 2014 - Dec 2018 | 4 |
| Mwa Financial Services Inc. | Rock Island, IL | Aug 2011 - Aug 2014 | 3 |
| Modern Woodmen Of America | Rock Island, IL | Jan 2011 - Aug 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2012 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2022 |
- NE
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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