Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kirk? Claim Your ProfileKirk Thomas Peterson is a financial advisor with Osaic Wealth, Inc. Kirk has been in the industry since July 14, 2013, and has been registered with Osaic Wealth, Inc. since January 19, 2024. Prior to joining Osaic Wealth, Inc., Kirk was employed by Woodbury Financial Services, Inc., MWA Financial Services Inc. Kirk is a registered representative in Arizona, Colorado, Indiana, Iowa, Kansas, Missouri, Nebraska, South Dakota, and Texas. Kirk also holds the Series 6, Series 26, Series 63, and Series 65 securities licenses.
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
NE
01/19/2024 - Present
Osaic Wealth, Inc. (AINSWORTH NE)
NE
12/14/2018 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (AINSWORTH NE)
NE
01/29/2016 - 12/19/2018
MWA FINANCIAL SERVICES INC. (Minden NE)
NE
02/07/2012 - 08/22/2014
MWA FINANCIAL SERVICES INC. (KEARNEY NE)
IA
Issued 03/31/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/17/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/15/2012
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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