Andrew Peterson (CRD# 5664080) is an Investment Advisor Representative working at R2 Wealth Management Partners in Lincoln, NE and has over 14 years of experience in the finance industry.
CRD# 6059380
Rbc Capital Markets, LLC
CRD# 5639065
Lpl Financial LLC
CRD# 4474690
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Paradigm Wealth, LLC | Lincoln, NE | Jul 2022 - Current | 1 |
| Run Pure Sports | Lincoln, NE | Jul 2020 - Current | 3 |
| Ap Wealth, Inc. | Lincoln, NE | Dec 2016 - Current | 7 |
| Heartland Wealth Partners, LLC | Lincoln, NE | May 2015 - Current | 9 |
| Alphastar Capital Management | Cornelius, NC | Dec 2016 - Jul 2022 | 5 |
| Ameritas Life Insurance Corp | Lincoln, NE | Jun 2012 - Dec 2016 | 4 |
| Ameritas Investment Corp | Lincoln, NE | Jun 2012 - Dec 2016 | 4 |
| Ameritas Financial Center | Lincoln, NE | Oct 2009 - Dec 2016 | 7 |
| Flipping A House | Lincoln, NE | Sep 2014 - Apr 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2009 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2012 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NE
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Total Assets Under Management309MILLIONS
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Total Number of Accounts725ACCOUNTS
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Average Account Value$425,674
- 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
- Publication of periodicals or newsletters
- Educational seminars/workshops
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