Derek PetersonCRD Number: 7166365
Current Firm: Mutual Of Omaha Investor Services, Inc.
Derek Peterson (CRD# 7166365) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in La Crosse, WI and has 1 year of experience in the finance industry.
Ameriprise Financial Services, LLC
Robert W. Baird & Company Incorporated
|Mutual Of Omaha Investor Services||La Crosse, WI||Sep 2021 - Current||< 1|
|Mutual Of Omaha Insurance Company||La Crosse, WI||Apr 2021 - Current||1|
|Woodmans Food Market||Onalaska, WI||Feb 2017 - Current||5|
|Country Boom||La Crosse, WI||Jun 2019 - Jul 2021||2|
|Holthaus Financial Group||La Crosse, WI||Aug 2019 - Aug 2020||1|
|University Of Wisconsin La Crosse||La Crosse, WI||Sep 2015 - May 2019||3|
|Shady Tree Farm Market||La Crosse, WI||Jun 2016 - Sep 2016||< 1|
|University Of Wisconsin La Crosse||La Crosse, WI||Sep 2015 - Dec 2015||< 1|
|Woodmans Food Market||Beloit, WI||May 2015 - Sep 2015||< 1|
|Parkview High School||Orfordville, WI||Sep 2011 - Jun 2015||3|
|Harlem Community Center||Machesney Park, IL||Sep 2013 - May 2015||1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Dec 2021|
Total Assets Under Management10MILLIONS
Total Number of Accounts27ACCOUNTS
Average Account Value$370,631
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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, WY
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