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Brent A Peterson

Virtue Capital Management, LLC

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About Brent A Peterson

Brent Peterson is a registered representative and investment advisor representative with over 10 years of experience in the financial services industry. Brent is currently with Virtue Capital Management, LLC and is also a registered agent for National Gold Consultants. In addition, Brent owns Interstate Wealth, LLC, where they provide sales of fixed life, annuities and long term care. Brent has a broad range of experience working with individual and corporate clients. Brent holds the Series 66, Series 7 and the SIE exams.

Firm Information

Brent Peterson is currently registered with Virtue Capital Management, LLC. Virtue Capital Management, LLC is a Registered Investment Adviser with the SEC based in Brentwood, TN. They provide a range of advisory services including financial planning, educational seminars, and portfolio management for individuals and corporations. The firm manages over $787 million in assets for 6111 clients, primarily individuals other than high-net-worth individuals. They do not participate in any wrap fee programs.
Virtue Capital Management, LLC

6 CADILLAC DR.

BRENTWOOD, TN 37027

$787.47M

Assets Under Management

7

Total Clients

86

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brent Peterson’s Registration & Firm History

TN

10/31/2017 - Present

Virtue Capital Management, LLC (BRENTWOOD TN)

WI

05/04/2006 - 10/31/2017

USA FINANCIAL SECURITIES CORPORATION (ONALASKA WI)

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Licenses & Designations

BOTH

Issued 05/17/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/31/2017

SIE - Securities Industry Essentials Examination

BC

Issued 05/03/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brent A Peterson.
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