Matthew A. Peterson
Investment adviser representative at Strategic Wealth Group
24 yearsExperience
2 statesRegistered in
$1.5BFirm assets
10 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
24 years in the industry.
- Strategic Wealth GroupMay 2017 to now
- Strategic Wealth Group Registered Investment Advisors, LLCMay 2017 to now
- LPL Financial, LLCOct 2014 to now
- Matthew A. Peterson, Sole ProprietorJun 2002 to now
- Salt Property & Casualty, LLCApr 2015 to Dec 2016
- Great Valley Advisor Group, Inc.Nov 2014 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
State registrations
Registered as an investment adviser representative in 2 states (MN, TX).
Strategic Wealth Group
Legal name: Strategic Wealth Group Registered Investment Advisor, LLC
$1.5BAssets managed
3,557Clients
23Advisers
10 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
- 4512473
- Firm CRD
- 284430