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 with Creative Planning, a firm that has over $175 billion in assets under management. David has been in the financial industry for over 26 years and has worked with both individual and institutional clients. Before joining Creative Planning, David worked at Lockton Companies, RBC Capital Markets and Wells Fargo. David's specializations include investment management, financial planning, retirement planning, and estate planning.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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
KS
12/20/2021 - Present
Creative Planning (OVERLAND PARK KS)
MN
01/10/2019 - 12/14/2021
LOCKTON INVESTMENT SECURITIES, LLC (Minneapolis MN)
MN
08/28/2002 - 01/08/2019
RBC CAPITAL MARKETS, LLC (MINNEAPOLIS MN)
CA
12/13/2000 - 08/26/2002
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
MN
07/15/1998 - 12/13/2000
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
GA
09/09/1996 - 09/24/1998
PFS INVESTMENTS INC. (DULUTH GA)
BOTH
Issued 03/19/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/03/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/28/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/28/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2000
Series 7 - General Securities Representative Examination
BC
Issued 07/05/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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