Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Falstad is a financial advisor with over 35 years of experience in the industry. Peter currently works with Osaic Wealth, Inc. and is registered to provide financial advice in 30 states. Peter has earned the Certified Financial Planner designation and is a member of the board for Access Advocates, Inc. Peter also owns Falstad & Associates, a fixed insurance business, and is a volunteer swim official in central Illinois. Peter is dedicated to helping clients achieve their financial goals.
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
IL
06/07/2024 - Present
Osaic Wealth, Inc. (BLOOMINGTON IL)
IL
07/16/2015 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (BLOOMINGTON IL)
IL
10/07/2004 - 07/16/2015
FIRST HEARTLAND CAPITAL, INC. (BLOOMINGTON IL)
IL
01/28/2004 - 10/04/2004
FIRST BUSEY SECURITIES, INC. (CHAMPAIGN IL)
MO
07/26/2001 - 01/26/2004
FIRST HEARTLAND CAPITAL, INC. (LAKE ST. LOUIS MO)
CA
07/07/1998 - 08/06/2001
MARQUIS FINANCIAL SERVICES, INC. (TARZANA CA)
IL
05/18/1992 - 07/15/1998
INVESTMENT PLANNERS, INC. (DECATUR IL)
MD
01/09/1990 - 05/15/1992
H. BECK, INC. (ROCKVILLE MD)
OH
07/11/1989 - 01/04/1990
VESTAX SECURITIES CORPORATION (HUDSON OH)
NA
10/19/1988 - 07/19/1989
INVESTACORP, INC.
NA
07/12/1988 - 11/15/1988
FSC SECURITIES CORPORATION
IA
Issued 05/18/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/24/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2004
Series 7 - General Securities Representative Examination
BC
Issued 02/24/1989
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 07/11/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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