Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Helstad is a financial advisor with over 36 years of experience in the industry. Peter is currently registered with Osaic Wealth, Inc. and is licensed in California, Florida, Illinois, Iowa, Minnesota, New Hampshire, New York, Ohio, Oregon, Texas, Virginia and Wisconsin. Peter holds Series 3, 6, 7, 22, and 66 licenses. Peter has also been previously registered with SAGEPOINT FINANCIAL, INC., A.G. EDWARDS & SONS, INC., and MORISON SECURITIES, INC. Peter is a registered Investment Advisor and provides fee based money management services. Peter also provides insurance services to his clients.
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.
1
2
WI
09/01/2023 - Present
Osaic Wealth, Inc. (LA CROSSE WI)
WI
09/06/2006 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (LA CROSSE WI)
WI
09/01/1987 - 09/06/2006
A. G. EDWARDS & SONS, INC. (LACROSSE WI)
NA
02/18/1987 - 09/09/1987
MORISON SECURITIES, INC.
BOTH
Issued 11/24/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/17/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/1988
Series 3 - National Commodity Futures Examination
BC
Issued 06/20/1987
Series 7 - General Securities Representative Examination
BC
Issued 04/30/1987
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 02/17/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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