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Adam Peterson, financial advisor Omaha NE

Adam Peterson

CRD Number: 5389061
Current Firm: The Magnolia Group, LLC

Adam Peterson (CRD# 5389061) is an Investment Advisor Representative working at The Magnolia Group, LLC in Omaha, NE and has over 9 years of experience in the finance industry.

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Principal Advised Services
Company Name Location Dates Years
24th Street Asset Management, LLC Las Vegas, NV Nov 2019 - Current 4
Boston Omaha Corporation Omaha, NE Mar 2015 - Current 9
The Magnolia Group, LLC Omaha, NE Aug 2014 - Current 9
The Aligned Group, LLC Las Vegas, NV Nov 2013 - Current 10
Magnolia Capital, LLC Tulsa, OK May 2007 - Aug 2014 7
Nadel And Gussman, LLC Tulsa, OK Jul 2006 - Aug 2014 8
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2014
Contact Info for Adam K. Peterson
By the Numbers
  • Total Assets Under Management
    784
    MILLIONS
  • Total Number of Accounts
    2
    ACCOUNTS
  • Average Account Value
    $391,793,969
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States

NE

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