Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Peterson is a financial advisor at Wealthplan Partners. David has been in the financial services industry since 1998 and has a wide range of experience in providing financial advice to individuals, families, and businesses. David is committed to helping clients achieve their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NE
10/02/2023 - Present
Wealthplan Partners (OMAHA NE)
NE
09/25/2023 - 06/14/2024
SECURITIES AMERICA, INC. (OMAHA NE)
MN
04/29/2021 - 09/22/2023
CETERA ADVISOR NETWORKS LLC (MINNETONKA MN)
NE
08/14/2018 - 03/26/2021
SECURITIES AMERICA, INC. (LAVISTA NE)
WI
01/04/2018 - 07/12/2018
INVEST FINANCIAL CORPORATION (APPLETON WI)
CA
08/19/2009 - 07/12/2018
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
WI
04/25/2006 - 07/12/2018
INVESTMENT CENTERS OF AMERICA, INC. (APPLETON WI)
WI
04/25/2006 - 07/12/2018
SII INVESTMENTS, INC. (APPLETON WI)
CA
04/27/2006 - 07/29/2009
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
WI
04/08/1999 - 03/21/2006
HARBOUR INVESTMENTS, INC. (MADISON WI)
TX
08/14/1998 - 04/08/1999
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
BOTH
Issued 11/27/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/13/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/18/2005
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/05/2002
Series 4 - Registered Options Principal Examination
BC
Issued 12/19/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/1999
Series 7 - General Securities Representative Examination
BC
Issued 08/13/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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