Thomas PetersCRD Number: 6146318
Current Firm: Securian Financial Services, Inc.
Thomas Peters (CRD# 6146318) is an Investment Advisor Representative working at Securian Financial Services, Inc. in Omaha, NE and has over 5 years of experience in the finance industry.
Cambridge Investment Research Advisors, Inc.
Wells Fargo Clearing Services, LLC
Mutual Of Omaha Investor Services, Inc.
|Renaissance Financial||Omaha, NE||Jan 2013 - Current||5|
|Securian Financial Services Inc.||St. Paul, MN||Jan 2013 - Current||5|
|Minnesota Life||St. Paul, MN||Jan 2013 - Current||5|
|Cabela's Wfb||Lincold, NE||Jun 2009 - Apr 2013||3|
|Securian Financial Services Inc.||St. Paul, MN||Dec 2012 - Jan 2013||< 1|
|Unl||Lincoln, NE||Aug 2008 - Jun 2009||< 1|
|Ash Grove Cement||Louisville, NE||May 2008 - Aug 2008||< 1|
|Unl||Lincoln, NE||Aug 2007 - May 2008||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2013|
Total Assets Under Management7,655MILLIONS
Total Number of Accounts33,011ACCOUNTS
Average Account Value$231,901
- 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)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV