Chad Petersen, financial advisor Omaha NE
90 score

Chad Petersen

CRD 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.

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Company Name Location Dates Years
Amerirpise Financial Services Omaha, NE Apr 2013 - Current 3
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
Contact Info for Chad K. Petersen
Phone Number: 612-671-3131
Registered State(s):
  • NE
  • TX
By the Numbers
  • Total Assets Under Management
    178,060
    MILLIONS
  • Total Number of Accounts
    1,085,445
    ACCOUNTS
  • Average Account Value
    $164,044
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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

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

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