Peter Daiker, financial advisor Omaha NE

Peter Daiker

CRD Number: 2087865
Current Firm: Gladstone Wealth Partners

Peter Daiker (CRD# 2087865) is an Investment Advisor Representative working at Gladstone Wealth Partners in Omaha, NE and has over 33 years of experience in the finance industry.

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Principal Advised Services
Company Name Location Dates Years
Gladstone Wealth Partners Omaha, NE Mar 2022 - Current 2
Lpl Financial LLC Omaha, NE Nov 2017 - Current 6
Silverleaf Advisor Group, LLC Omaha, NE Nov 2017 - Mar 2022 4
Wells Fargo Clearing Services, LLC Omaha, NE Nov 2016 - Nov 2017 1
Wells Fargo Advisors LLC Omaha, NE May 2009 - Nov 2016 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1990
S66 NASAA Uniform Combined State Law Examination Oct 2002
Contact Info for Peter J. Daiker
Phone Number: (908)-719-1313
Registered State(s):
  • NE
  • TX
By the Numbers
  • Total Assets Under Management
    3,539
    MILLIONS
  • Total Number of Accounts
    14,947
    ACCOUNTS
  • Average Account Value
    $236,745
Compensation Options
  • A percentage of assets under your management
  • 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
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, 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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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