Todd Peterson, financial advisor Lincoln NE

Todd Peterson

CRD Number: 2348686
Current Firm: D.a. Davidson & Company

Todd Peterson (CRD# 2348686) is an Investment Advisor Representative working at D.a. Davidson & Company in Lincoln, NE and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
D.a. Davidson & Company Lincoln, NE Jul 2016 - Current 7
Smith Hayes Financial Services Corporation Lincoln, NE Jul 1993 - Jul 2016 23
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1993
S65 NASAA Investment Advisors Law Examination Jun 2017
Contact Info for Todd W. Peterson
Phone Number: 406-727-4200
Registered State(s):
  • NE
  • TX
By the Numbers
  • Total Assets Under Management
    27,925
    MILLIONS
  • Total Number of Accounts
    81,264
    ACCOUNTS
  • Average Account Value
    $343,638
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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