Derek PetersonCRD Number: 6287980
Current Firm: Mutual Of Omaha Investor Services, Inc.
Derek Peterson (CRD# 6287980) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Bloomington, MN and has over 3 years of experience in the finance industry.
Brown Wealth Management, LLC
Phillip James Financial Company
Allodium Investment Consultants, LLC
|Mn Warriors||N/a, MN||Apr 2016 - Current||1|
|Mutua Of Omaha Investor Services||Bloomington, MN||Jan 2014 - Current||3|
|Mutual Of Omaha Insurance||Bloomington, MN||Nov 2013 - Current||3|
|Minnesota School Of Basketball||Apple Valley And Golden Valley, MN||May 2009 - Oct 2013||4|
|Axel's Bonfire||Woodbury, MN||Jun 2007 - Jan 2010||2|
|Unemployed||Oakdale, MN||May 2000 - Jun 2007||7|
|Exam Code||Name||Passed Date|
|S6||Investment Company and Variable Contracts Products Representative Examination (IR)||Apr 2014|
|S63||Uniform Securities State Law Examination||Apr 2014|
|S65||NASAA Investment Advisors Law Examination||Jan 2015|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
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, VT, WA, WI, WV
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