Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kurt? Claim Your ProfileKurt Peterson is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Kurt has been in the industry since 2007 and holds the Series 7, 9, 10, 66 licenses. Kurt is also a Certified Financial Planner and has extensive experience in providing financial advice to individuals, businesses, and institutions. Kurt is registered to provide investment advice in a number of states, including Minnesota, Texas, Arizona, Arkansas, California, Colorado, Florida, Illinois, Indiana, Louisiana, Maryland, Massachusetts, Michigan, Missouri, Nebraska, New Mexico, North Carolina, Ohio, Pennsylvania, Rhode Island, South Dakota, Tennessee, Utah, Washington, Wisconsin and Wyoming. Kurt previously worked at Ameriprise Financial Services, Inc. and Edward Jones.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
04/06/2023 - Present
Wells Fargo Advisors Financial Network, LLC (BOCA RATON FL)
MN
10/17/2014 - 04/06/2023
WELLS FARGO CLEARING SERVICES, LLC (WOODBURY MN)
MN
05/13/2011 - 10/23/2014
AMERIPRISE FINANCIAL SERVICES, INC. (LAKE ELMO MN)
MN
10/26/2007 - 05/17/2011
EDWARD JONES (OAKDALE MN)
BOTH
Issued 12/21/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/16/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Kurt Peterson is the right advisor for you? Invested Better is here to help.
