Lance Eric Peterson
Investment adviser representative at Wakefield Asset Management, Lllp
17 yearsExperience
1 stateRegistered in
$454MFirm assets
19 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- Wakefield Asset Management, LllpDec 2021 to now
- UnemployedFeb 2020 to Nov 2021
- Carillon Fund Distributors, Inc.Nov 2017 to Jan 2020
- Umb Distribution Services, LLCFeb 2010 to Nov 2017
- Scout Distributors, LLCJun 2009 to Nov 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (CO).
Wakefield Asset Management, Lllp
$454MAssets managed
201Clients
1Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2415886
- Firm CRD
- 143720