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Adam Kenneth Peterson

Investment adviser representative at The Magnolia Group, LLC
13 yearsExperience
1 stateRegistered in
$710.6MFirm 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 assetsPerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

13 years in the industry.

  1. 24th Street Asset Management, LLCNov 2019 to now
  2. Boston Omaha CorporationMar 2015 to now
  3. The Magnolia Group, LLCAug 2014 to now
  4. The Aligned Group, LLCNov 2013 to now

Exams passed

  • Series 65 · Uniform Investment Adviser Law2014

State registrations

Registered as an investment adviser representative in 1 state (NE).

The Magnolia Group, LLC

$710.6MAssets managed
2Clients
1Advisers
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
5389061
Firm CRD
171102
Advisor's SEC record (opens in a new tab)
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