Derek Peterson, financial advisor Waukesha WI

Derek Peterson

CRD 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.

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Company Name Location Dates Years
Mutual Of Omaha Investor Services Bloomington, MN Jan 2014 - Current 10
Mutual Of Omaha Insurance Bloomington, MN Nov 2013 - Current 10
Mutual Of Omaha Insurance Bloomington, MN Mar 2017 - May 2019 2
Mn Warriors N/a, MN Apr 2016 - Aug 2016 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2015
S63 Uniform Securities State Law Examination Apr 2014
Contact Info for Derek J. Peterson
By the Numbers
  • Total Assets Under Management
    14
    MILLIONS
  • Total Number of Accounts
    92
    ACCOUNTS
  • Average Account Value
    $155,166
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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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Data verified by both the advisor and the public regulatory data.

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