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Michael James Peterson

Impact Wealth Management

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About Michael James Peterson

Michael Peterson is an investment advisor representative who has been in the industry since 2004. Michael is currently registered with Impact Wealth Management in South Dakota and Arizona. Michael has previously been employed by Bankers Life Securities, Inc. in Arizona, AIG Financial Advisors, Inc. in South Dakota, and Wells Fargo Investments, LLC in California. Michael's areas of expertise include financial planning, portfolio management for individuals, and educational seminars.

Firm Information

Michael Peterson is currently registered with Impact Wealth Management. Impact Wealth Management is a financial advisor located in [REDACTED] that provides financial planning, portfolio management for individuals, and educational seminars. They manage approximately $38.23 million in assets for 187 clients, including high-net-worth individuals, individuals other than high-net-worth, and charitable organizations.

$38.23M

Assets Under Management

1

Total Clients

2

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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Michael Peterson’s Registration & Firm History

SD

07/25/2023 - Present

Impact Wealth Management (SIOUX FALLS SD)

AZ

09/16/2019 - 04/25/2023

BANKERS LIFE SECURITIES, INC. (Peoria AZ)

SD

01/25/2006 - 11/27/2007

AIG FINANCIAL ADVISORS, INC. (SIOUX FALLS SD)

CA

11/15/2004 - 01/25/2006

WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)

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Licenses & Designations

BOTH

Issued 10/30/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/15/2019

Series 7TO - General Securities Representative Examination

BC

Issued 08/16/2019

SIE - Securities Industry Essentials Examination

BC

Issued 11/08/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael James Peterson.
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