David Paul Peterson
Investment adviser representative at Creative Planning
18 yearsExperience
2 statesRegistered in
$295.6BFirm assets
43 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
18 years in the industry.
- Bergankdv Wealth Management, LLCJul 2023 to now
- Creative Planning, LLCDec 2021 to now
- Lockton Companies LLCJan 2019 to Dec 2021
- Lockton Financial Advisors, LLCJan 2019 to Dec 2021
- Lockton Investment Advisors LLCJan 2019 to Dec 2021
- RBC Capital Markets CorporationMar 2008 to Jan 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (MN, TX).
Creative Planning
Legal name: Creative Planning, LLC
$295.6BAssets managed
100,298Clients
1,151Advisers
43 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
- 2735233
- Firm CRD
- 105348