linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Chad Russell Peterson

Brokers International Financial Services, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Chad? Claim Your Profile

About Chad Russell Peterson

Chad Russell Peterson is a financial advisor with over 27 years of experience in the industry. Peterson is currently registered with Brokers International Financial Services, LLC and has been a registered representative with the firm since March 2022. Prior to that, Peterson was affiliated with LPL Financial LLC and CETERA Advisors LLC. Peterson's specializations include retirement planning, college savings, and estate planning. Peterson's office is located in Omaha, Nebraska, and he provides financial services to individuals, families, and businesses.

Firm Information

Chad Peterson is currently registered with Brokers International Financial Services, LLC. Brokers International Financial Services, LLC is a Limited Liability Company based in Urbandale, IA, that provides investment advisory services to individuals, businesses, charitable organizations, and other investment advisors. The firm is registered with the SEC and in all 51 states and has over 180 licensed agents, 173 investment advisor representatives, and 197 registered representatives. They have approximately $2 billion in assets under management, with a majority of their clients being individuals other than high-net-worth, followed by high-net-worth individuals. They also offer educational seminars and publish periodicals, and they are involved in wrap fee program participation.
Brokers International Financial Services, LLC

4135 NW URBANDALE DR

URBANDALE, IA 50322

$2.00B

Assets Under Management

10

Total Clients

226

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.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

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

check

percentage of assets

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

check

other

Percentage of assets managed by third-party advisor firms

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Chad Peterson’s Registration & Firm History

NE

03/21/2022 - Present

Brokers International Financial Services, LLC (Omaha NE)

NE

08/28/2020 - 02/22/2022

LPL FINANCIAL LLC (OMAHA NE)

NE

08/01/2006 - 09/01/2020

CETERA ADVISORS LLC (OMAHA NE)

NE

06/01/2001 - 08/02/2006

ROYAL ALLIANCE ASSOCIATES, INC. (BLAIR NE)

OH

01/28/1998 - 06/05/2001

VESTAX SECURITIES CORPORATION (HUDSON OH)

AZ

07/10/1995 - 02/02/1998

ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)

Not sure if Chad Russell Peterson is right for you?

Licenses & Designations

BC

Issued 08/04/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/28/1996

Series 7 - General Securities Representative Examination

BC

Issued 07/07/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Chad Russell Peterson. Review regulatory record here.
Not sure if Chad Russell Peterson is right for you?