Grant Petersen (CRD# 6820093) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Battle Creek, MI and has 1 year of experience in the finance industry.
CRD# 5287793
Huntington Financial Advisors
CRD# 6573407
Lpl Financial LLC
CRD# 6332865
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pennfield Schools | Battle Creek, MI | Oct 2022 - Current | 1 |
| Raymond James & Associates, Inc. | Battle Creek, MI | Jun 2022 - Current | 1 |
| Western Michigan University | Kalamazoo, MI | Aug 2021 - May 2022 | < 1 |
| Raymond James | Battle Creek, MI | Jun 2021 - Aug 2021 | < 1 |
| Western Michigan University | Kalamazoo, MI | Sep 2020 - May 2021 | < 1 |
| Kellogg's Plant | Battle Creek, MI | May 2020 - Oct 2020 | < 1 |
| Western Michigan University | Kalamazoo, MI | Sep 2019 - May 2020 | < 1 |
| Kellogg's Plant | Battle Creek, MI | May 2019 - Sep 2019 | < 1 |
| Western Michigan University | Kalamazoo, MI | Sep 2018 - May 2019 | < 1 |
| Kellogg's Plant | Battle Creek, MI | May 2018 - Sep 2018 | < 1 |
| Pennfield High School | Battle Creek, MI | Sep 2017 - May 2018 | < 1 |
| Hilliard Lyons | Battle Creek, MI | May 2017 - Sep 2017 | < 1 |
| Pennfield High School | Battle Creek, MI | Jul 2014 - May 2017 | 2 |
| Pennfield Middle School | Battle Creek, MI | Jul 2011 - Jul 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2022 |
| S63 | Uniform Securities State Law Examination | Jan 2023 |
- MI
- TX
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Total Assets Under Management350,042MILLIONS
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Total Number of Accounts992,551ACCOUNTS
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Average Account Value$352,669
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
- Other
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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