Casey Peterson, financial advisor Rapid City SD
73 score

Casey Peterson

CRD Number: 4562594
Current Firm: Honkamp Krueger Financial Services Inc.

Casey Peterson (CRD# 4562594) is an Investment Advisor Representative working at Honkamp Krueger Financial Services Inc. in Rapid City, SD and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Honkamp Krueger Financial Services, Inc. Dubuque, IA Feb 2000 - Current 16
Cp Financial Services Rapid City, SD Feb 2000 - Current 16
Casey Peterson & Associates Rapid City, SD Nov 1977 - Current 39
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2001
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Casey C. Peterson
Phone Number: 563-582-2855
Registered State(s):
  • SD
By the Numbers
  • Total Assets Under Management
    2,334
    MILLIONS
  • Total Number of Accounts
    7,100
    ACCOUNTS
  • Average Account Value
    $328,708
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)
Types of Clients
Registered States

AL, AR, AZ, CA, CO, FL, GA, HI, IA, IL, IN, KS, KY, MA, MI, MN, MO, MT, NC, ND, NE, NM, NV, NY, OH, OR, SC, SD, TN, TX, VA, WA, WI

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BADGES
73

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