Owen Peterson (CRD# 7793957) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Roseville, MN and has 1 year of experience in the finance industry.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 4618120
Thrivent Advisor Network, LLC
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Saint Paul, MN | Aug 2023 - Current | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Saint Paul, MN | Sep 2021 - Current | 2 |
| Securian Financial | Saint Paul, MN | Jul 2021 - Sep 2021 | < 1 |
| Unemployed | Inver Grove Heights, MN | Jun 2021 - Jul 2021 | < 1 |
| University Of Minnesota Morris | Morris, MN | Aug 2017 - Jun 2021 | 3 |
| O'reilly Auto Parts | Morris, MN | Oct 2019 - Apr 2021 | 1 |
| Hartigan Lawn And Landscaping | Inver Grove Heights, MN | Jun 2019 - Jul 2019 | < 1 |
| Hartigan Lawn And Landscaping | Inver Grove Heights, MN | Jun 2018 - Aug 2018 | < 1 |
| Hartigan Lawn And Landscaping | Inver Grove Heights, MN | Apr 2017 - Aug 2017 | < 1 |
| Rosemount High School | Rosemount, MN | Aug 2013 - Jun 2017 | 3 |
| Von Hanson's Meats | Rosemount, MN | Oct 2015 - Apr 2017 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2023 |
- MN
- TX
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Total Assets Under Management1,271,594MILLIONS
-
Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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
- Other
AK, AL, AR, 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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