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Brian Keith Peterson

Endurance Financial Group

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About Brian Keith Peterson

Brian Peterson is a financial advisor with over 10 years of experience in the financial industry. Brian has a strong background in providing financial planning and portfolio management for individuals and high-net-worth clients. Brian is currently registered with Endurance Financial Group and holds the Series 66, Series 7, and SIE licenses. Brian also has a Certified Financial Planner designation. Previous firms where Brian was registered include Sagepoint Financial and LPL Financial. Brian has a strong understanding of the financial markets and is committed to providing his clients with personalized financial advice and guidance. Brian's goal is to help his clients achieve their financial goals and secure their financial future.

Firm Information

Brian Peterson is currently registered with Endurance Financial Group. Endurance Financial Group is an independent financial advisor located in Salt Lake City, Utah. The firm provides financial planning and portfolio management services to both high-net-worth individuals and individuals other than high-net-worth. The firm manages approximately $13.81 million in assets.

$13.81M

Assets Under Management

Not reported

Total Clients

1

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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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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Brian Peterson’s Registration & Firm History

MN

03/14/2023 - Present

Endurance Financial Group (ST. PAUL MN)

MN

07/25/2014 - 12/31/2020

SAGEPOINT FINANCIAL, INC. (WHITE BEAR LAKE MN)

MN

07/06/2012 - 08/04/2014

LPL FINANCIAL LLC (LAKEVILLE MN)

MN

08/03/2010 - 07/13/2012

SAGEPOINT FINANCIAL, INC. (LAKEVILLE MN)

MN

10/29/2008 - 08/11/2010

AMERIPRISE FINANCIAL SERVICES, INC. (EDINA MN)

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Licenses & Designations

BOTH

Issued 11/13/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/28/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Brian Keith Peterson. Review regulatory record here.
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