Robert Petersen, financial advisor Edina MN
93 score

Robert Petersen

CRD Number: 5627139
Current Firm: Securities America Advisors, Inc.

Robert Petersen (CRD# 5627139) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Edina, MN and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Securities America, Inc. Rosemount, MN Feb 2011 - Current 5
Securities America Advisors Rosemount, MN Feb 2011 - Current 5
Ai Ventures Apple Valley, MN May 2005 - Current 11
Qa3 Financial Corp Omaha, NE Oct 2010 - Feb 2011 < 1
Qa3 Financial LLC Omaha, NE Oct 2010 - Feb 2011 < 1
Team Usa Mortgages Eagan, MN Jan 2008 - Feb 2011 3
Wishes Granite Farmington, MN Dec 2007 - Feb 2011 3
Woodbury Financial Services Inc. Eagan, MN Aug 2009 - Sep 2010 1
Axa Advisors Minneapolis, MN Mar 2009 - Jul 2009 < 1
Massmutual Minneapolis, MN Dec 2008 - Mar 2009 < 1
Unemployed Farmington, MN Jun 2007 - Dec 2007 < 1
Aegis Mortgage Brooklyn Park, MN Jul 1999 - Jun 2007 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2009
S66 NASAA Uniform Combined State Law Examination May 2009
Contact Info for Robert W. Petersen
Phone Number: 402-399-9111
Registered State(s):
  • MN
  • WI
By the Numbers
  • Total Assets Under Management
    13,433
    MILLIONS
  • Total Number of Accounts
    92,356
    ACCOUNTS
  • Average Account Value
    $145,443
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • 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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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