Mark Peterson, financial advisor Duluth MN

Mark Peterson

CRD Number: 1148778
Current Firm: Principal Securities, Inc.

Mark Peterson (CRD# 1148778) is an Investment Advisor Representative working at Principal Securities, Inc. in Duluth, MN and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Johnson Insurance Consultants Duluth, MN Apr 2011 - Current 12
Princor Financial Services Corporation Duluth, MN Dec 2009 - Current 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2010
Contact Info for Mark A. Peterson
Phone Number: 888-774-6267
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    9,417
    MILLIONS
  • Total Number of Accounts
    46,075
    ACCOUNTS
  • Average Account Value
    $204,381
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • 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, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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