Chad PetersenCRD Number: 5891652
Current Firm: Ameriprise Financial Services, Inc.
Chad Petersen (CRD# 5891652) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Omaha, NE and has over 4 years of experience in the finance industry.
Cambridge Investment Research Advisors, Inc.
Wells Fargo Advisors, LLC
Mutual Of Omaha Investor Services, Inc.
|Amerirpise Financial Services||Omaha, NE||Apr 2013 - Current||4|
|Td Ameritrade||Omaha, NE||Jul 2012 - Mar 2013||< 1|
|Td Ameritrade||Omaha, NE||Feb 2011 - Jul 2012||1|
|American Nat'l Bank||Omaha, NE||Nov 2010 - Feb 2011||< 1|
|First National Bank||Omaha, NE||May 2010 - Oct 2010||< 1|
|Mid City Bank||Omaha, NE||Jan 2007 - May 2010||3|
|Professional Research||Omaha, NE||Aug 2006 - Dec 2006||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2012|
|S66||NASAA Uniform Combined State Law Examination||May 2013|
Total Assets Under Management178,060MILLIONS
Total Number of Accounts1,085,445ACCOUNTS
Average Account Value$164,044
- 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
- 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
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV