Peter Nelson (CRD# 2392105) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Saint Peter, MN and has over 30 years of experience in the finance industry. Peter Nelson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1077782
Ameriprise Financial Services, LLC
CRD# 2426213
The Sherwin Group
CRD# 6873468
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Investment Advisers LLC | Schaumburg, IL | Jun 2023 - Current | < 1 |
| Mapvest Wealth Management | St Peter, MN | Nov 2021 - Current | 2 |
| Cetera Advisor Networks LLC | El Segundo, CA | Nov 2021 - Current | 2 |
| Frandsen Bank & Trust | N. Mankato, MN | May 2019 - Nov 2021 | 2 |
| Lpl Financial, Llc (formerly: Linsco/private Ledger) | N. Mankato, MN | Jul 2007 - Nov 2021 | 14 |
| Nicollet County St. Peter Bank | St Peter, MN | Jul 2007 - May 2019 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1993 |
| S65 | NASAA Investment Advisors Law Examination | Jan 1999 |
- MN
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- 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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