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Larry M Peterson

Advisory Alpha, LLC

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About Larry M Peterson

Larry M Peterson is an Investment Advisor Representative registered with Advisory Alpha, LLC. Larry has been in the industry since 2013 and is currently licensed in Idaho. Larry M Peterson is also a registered representative for Planners Alliance LLC. Larry M Peterson is registered with the Securities and Exchange Commission (SEC) and has a Series 65 exam. Larry M Peterson's firm, Advisory Alpha, LLC, provides financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses and individuals. The firm has a client base of high-net-worth individuals, other investment advisers, and individuals other than high-net-worth. The firm's advisory services include portfolio management for individuals, pension consulting, and financial planning. Larry M Peterson is a member of the Board of Directors for STRATA, Inc., and provides consulting services to GM2 Success, LLC.

Firm Information

Larry Peterson is currently registered with Advisory Alpha, LLC. Advisory Alpha, LLC is an investment advisor based in Holland, MI. The firm provides a range of services, including financial planning, pension consulting, and portfolio management for individuals, businesses, and investment companies. Advisory Alpha, LLC manages approximately $2.99 billion in assets for clients.
Advisory Alpha, LLC

348 S WAVERLY RD

HOLLAND, MI 49423

$3.00B

Assets Under Management

Not reported

Total Clients

59

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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.

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fixed fees

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

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percentage of assets

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

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Larry Peterson’s Registration & Firm History

ID

09/09/2020 - Present

Advisory Alpha, LLC (Meridian ID)

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Licenses & Designations

IA

Issued 12/13/2019

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Larry M Peterson.
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