Thomas PetersonCRD Number: 4552478
Current Firm: Investors Advisory Group, LLC
Thomas Peterson (CRD# 4552478) is an Investment Advisor Representative working at Investors Advisory Group, LLC in Waukesha, WI and has over 14 years of experience in the finance industry.
Financial Service Group Inc.
Fortress Planning Group
Cedarpoint Investment Advisors, Inc.
|Lpl Financial LLC||Waukesha, WI||Jan 2011 - Current||5|
|Investors Advisory Group LLC||Waukesha, WI||Jan 2011 - Current||5|
|Woodbury Financial||Elm Grove, WI||Aug 2002 - Jan 2011||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2002|
|S65||NASAA Investment Advisors Law Examination||Oct 2004|
Total Assets Under Management606MILLIONS
Total Number of Accounts5,600ACCOUNTS
Average Account Value$108,149
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops