Andrew Carroll Peterson
Investment adviser representative at R2 Wealth Management Partners
17 yearsExperience
2 statesRegistered in
$236MFirm assets
Under 1 yearFirm 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
17 years in the industry.
- R2 Wealth Management PartnersDec 2025 to now
- R2 Capital Strategies, LLC dba R2 Wealth Management PartnersSep 2025 to now
- Paradigm Wealth, LLCJul 2022 to now
- Run Pure SportsJul 2020 to now
- Ap Wealth, IncDec 2016 to now
- Alphastar Capital ManagementNov 2016 to Jul 2022
- Heartland Wealth Partners, LLCMay 2015 to Dec 2023
- Ameritas Life Insurance CorpJun 2012 to Dec 2020
- Ameritas Investment CorpJun 2012 to Nov 2016
- Ameritas Financial CenterOct 2009 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 2 states (NE, TX).
R2 Wealth Management Partners
Legal name: R2 Capital Strategies, LLC
$236MAssets managed
430Clients
3Advisers
Under 1 yearIn 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
- 5664080
- Firm CRD
- 338490