Keith Peterson, financial advisor Lincoln NE
90 score

Keith Peterson

CRD Number: 5924589
Current Firm: Smith Hayes Advisers Inc.

Keith Peterson (CRD# 5924589) is an Investment Advisor Representative working at Smith Hayes Advisers Inc. in Lincoln, NE and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
D.a. Davidson & Company Great Falls, MT Jul 2016 - Current < 1
Smith Hayes Financial Services Lincoln, NE Jul 2012 - Current 4
University Of Nebraska- Lincoln Lincoln, NE Aug 2008 - Current 8
Smith Hayes Financial Services Lincoln, NE May 2011 - Jul 2012 1
Nebraska Partners Of Economic Development Lincoln, NE Jan 2011 - Aug 2011 < 1
Lincoln Childrens Museum Lincoln, NE Apr 2010 - Aug 2011 1
Unemployed Lincoln, NE Sep 2008 - Mar 2010 1
Country Kitchen Chadron, NE Jul 2007 - Aug 2008 1
Peterson Lawn Services Chadron, NE May 2001 - Jul 2007 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2012
Contact Info for Keith J. Peterson
Phone Number: 402-476-3000
Registered State(s):
  • NE
By the Numbers
  • Total Assets Under Management
    2,146
    MILLIONS
  • Total Number of Accounts
    2,174
    ACCOUNTS
  • Average Account Value
    $986,960
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AR, AZ, CA, CO, CT, DC, FL, GA, IA, IL, KS, LA, MD, MI, MN, MO, NC, NE, NH, NJ, NY, OH, OK, OR, PA, SC, SD, TX, UT, VA, WA, WI

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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