Benjamin M Petersen
Investment adviser representative at Cetera Investment Advisers LLC
13 yearsExperience
1 stateRegistered in
$256.8BFirm assets
42 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.
- Cetera Investment Advisers LLCJun 2026 to now
- Cetera Advisors LLCJun 2026 to now
- Petersen Wealth ManagementSep 2025 to now
- Osaic Wealth, Inc.Nov 2023 to Jun 2026
- Fsc Securities CorpSep 2017 to Nov 2023
- Morgan Stanley Private Bank, National AssociationJan 2015 to Sep 2017
- Morgan StanleyJun 2013 to Sep 2017
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (OR).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 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
- 6239408
- Firm CRD
- 105644