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.
CRD# 5341508
Ameriprise Financial Services, LLC
CRD# 6378560
Robert W. Baird & Company Incorporated
CRD# 2922398
Edward Jones
| 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 |
- WI
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Total Assets Under Management10MILLIONS
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Total Number of Accounts27ACCOUNTS
-
Average Account Value$370,631
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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