Derek Peterson, financial advisor La Crosse WI

Derek Peterson

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Derek A. Peterson
Phone Number: 402-351-3102
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    10
    MILLIONS
  • Total Number of Accounts
    27
    ACCOUNTS
  • Average Account Value
    $370,631
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
  • 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, WY

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