Collin Petersen (CRD# 7366901) is an Investment Advisor Representative working at Commonwealth Financial Network in White Bear Lake, 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 |
|---|---|---|---|
| Ryan Financial Group | White Bear Lake, MN | Sep 2023 - Current | < 1 |
| Commonwealth Financial Network | San Diego, CA | Sep 2023 - Current | < 1 |
| Commonwealth Financial Network | Waltham, MA | Nov 2022 - Sep 2023 | < 1 |
| Ryan Financial Group | Roseville, MN | Jun 2022 - Sep 2023 | 1 |
| Ryan Financial Group | White Bear Lake, MN | May 2021 - Jun 2022 | 1 |
| North Oaks Golf Club | North Oaks, MN | Sep 2019 - Jun 2022 | 2 |
| Beltmann Relocation Group | Roseville, MN | Jun 2019 - Aug 2019 | < 1 |
| Full Time Student | Duluth, MN | Sep 2018 - Jun 2019 | < 1 |
| Bakers Square | Roseville, MN | Jun 2016 - Aug 2018 | 2 |
| Unemployed | Roseville, MN | Sep 1999 - Jun 2016 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2023 |
- MN
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Total Assets Under Management177,032MILLIONS
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Total Number of Accounts623,075ACCOUNTS
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Average Account Value$284,126
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Publication of periodicals or newsletters
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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