Adam Peterson, financial advisor Omaha NE
88 score

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 2 years of experience in the finance industry.

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Company Name Location Dates Years
The Magnolia Group, LLC Omaha, NE Apr 2014 - Current 2
The Aligned Group, LLC Las Vegas, NV Nov 2013 - Current 3
Magnolia Capital, LLC Tulsa, OK May 2007 - Current 9
Nadel And Gussman, LLC Tulsa, OK Jul 2006 - Current 10
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2014
Contact Info for Adam K. Peterson
Phone Number: 402-509-8456
Registered State(s):
  • NE
By the Numbers
  • Total Assets Under Management
    233
    MILLIONS
  • Total Number of Accounts
    2
    ACCOUNTS
  • Average Account Value
    $116,481,375
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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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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