Peter Hunter-HansonCRD 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.
Brown Wealth Management, LLC
Phillip James Financial Company
Allodium Investment Consultants, LLC
|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|
Total Assets Under Management18,309MILLIONS
Total Number of Accounts149,599ACCOUNTS
Average Account Value$122,387
- A percentage of assets under your management
- 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
- 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, 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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