Bret J Petersen
Investment adviser representative at Rothschild Wealth LLC
15 yearsExperience
1 stateRegistered in
$1.7BFirm assets
14 yearsFirm in business
Are you Bret J Petersen? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Rothschild Wealth LLCJan 2026 to now
- Rothschild Investment LLCJan 2026 to now
- Wells Fargo Clearing Services, LLC.Oct 2019 to Jan 2026
- UBS Financial Services IncApr 2011 to Oct 2019
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 1 state (IL).
Rothschild Wealth LLC
$1.7BAssets managed
3,656Clients
28Advisers
14 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
- 4635196
- Firm CRD
- 162442