Peter Hunter-Hanson, financial advisor Bloomington MN
90 score

Peter Hunter-Hanson

CRD Number: 5524066
Current Firm: Waddell & Reed

Peter Hunter-Hanson (CRD# 5524066) is an Investment Advisor Representative working at Waddell & Reed in Bloomington, MN and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Waddell & Reed, Inc. Bloomington, MN Mar 2016 - Current < 1
Various Insurance Carriers For W & R Insurance Agencies Minneapolis, MN Mar 2016 - Current < 1
Rental Property Minneapolis, MN Oct 1993 - Current 23
Ameriprise Financial Services Inc. Minneapolis, MN Feb 2012 - Mar 2016 4
Morgan Stanley Smith Barney Bloomington, MN May 2011 - Feb 2012 < 1
Unemployed Minneapolis, MN Feb 2011 - May 2011 < 1
Thrivent Investment Management Inc. Minneapolis, MN May 2008 - Feb 2011 2
Thrivent Financial For Lutherans Appleton, WI May 2008 - Feb 2011 2
Countrywide Home Loans Lakewood, CA Mar 2006 - Apr 2008 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2011
Contact Info for Peter J. Hunter-Hanson
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • AL
  • AK
  • AR
  • CA
  • CO
  • CT
  • DE
  • DC
  • FL
  • GA
  • ID
  • IL
  • IN
  • IA
  • KS
  • KY
  • LA
  • ME
  • MD
  • MI
  • MN
  • MS
  • MO
  • MT
  • NE
  • NV
  • NH
  • NJ
  • NM
  • NC
  • ND
  • OH
  • PA
  • RI
  • SC
  • SD
  • TX
  • UT
  • VA
  • WA
  • WV
  • WI
  • VI
By the Numbers
  • Total Assets Under Management
    18,309
    MILLIONS
  • Total Number of Accounts
    149,599
    ACCOUNTS
  • Average Account Value
    $122,387
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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