Caleb Peterson, financial advisor La Crosse WI
89 score

Caleb Peterson

CRD Number: 6249260
Current Firm: Mutual Of Omaha Investor Services, Inc.

Caleb Peterson (CRD# 6249260) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in La Crosse, WI and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Mutual Of Omaha Investor Services, Inc. Omaha, NE Oct 2013 - Current 3
Mutual Of Omaha Bloomington, MN May 2013 - Current 3
University Of Minnesota Duluth Duluth, MN Sep 2009 - May 2013 3
Ellsworth High School Ellsworth, MN Sep 2005 - Jun 2009 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2014
S63 Uniform Securities State Law Examination Apr 2014
Contact Info for Caleb G. Peterson
Phone Number: 402-351-5770
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
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, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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