Donald Pete Peterson
Investment adviser representative at Balefire, LLC
13 yearsExperience
5 statesRegistered in
$2BFirm assets
12 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
13 years in the industry.
- Integrity Alliance, LLC.Nov 2025 to now
- Lion Street FinancialNov 2024 to now
- Balefire, LLCJan 2024 to now
- Purshe Kaplan Sterling InvestmentsJun 2022 to now
- Fuse Partners, LLC dba Visionpoint Advisor GroupOct 2013 to now
- LPL Financial LLCSep 2013 to Jun 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2003
State registrations
Registered as an investment adviser representative in 5 states (CA, CO, IA, KS, TX).
Balefire, LLC
$2BAssets managed
1,864Clients
37Advisers
12 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
- 4402496
- Firm CRD
- 168733