Matthew Peterson, financial advisor Minnetonka MN
93 score

Matthew Peterson

CRD Number: 4512473
Current Firm: Strategic Wealth Group Registered Investment Advisor, LLC

Matthew Peterson (CRD# 4512473) is an Investment Advisor Representative working at Strategic Wealth Group Registered Investment Advisor, LLC in Minnetonka, MN and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Strategic Wealth Group Registered Investment Advisors, LLC Plymouth, MN May 2017 - Current < 1
Lpl Financial, LLC Plymouth, MN Oct 2014 - Current 3
Matthew A. Peterson, Sole Proprietor Plymouth, MN Jun 2002 - Current 15
Great Valley Advisor Group, Inc. Plymouth, MN Nov 2014 - Apr 2017 2
Salt Property & Casualty, LLC Minneapolis, MN Apr 2015 - Dec 2016 1
New England Securities Corporation Minneapolis, MN Jan 2014 - Nov 2014 < 1
New England Securities Minneapolis, MN Apr 2002 - Nov 2014 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2002
Contact Info for Matthew A. Peterson
Phone Number: 952-955-7865
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    299
    MILLIONS
  • Total Number of Accounts
    1,690
    ACCOUNTS
  • Average Account Value
    $176,983
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

AL, AR, AZ, CA, CO, FL, IA, IL, MI, MN, MO, ND, NE, PA, SC, TX, WA, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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