Michael Robert Peterson
Investment adviser representative at Osaic Wealth, Inc.
11 yearsExperience
1 stateRegistered in
$234.9BFirm assets
29 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
11 years in the industry.
- Osaic Wealth, Inc.Jan 2025 to now
- Lincoln Financial AdvisorsJul 2023 to Jan 2025
- UnemployedMay 2022 to Jul 2023
- Confidence Wealth ManagementMay 2021 to May 2022
- Edward JonesJun 2019 to Feb 2021
- Oregon Networking ExchangeMar 2018 to Apr 2019
- Connie BenhamcorpJan 2018 to May 2019
- Various Insurance Carriers for W&r Insurance AgenciesMar 2016 to Apr 2019
- Waddell & Reed IncOct 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2016
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 1 state (CA).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 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
- 6521084
- Firm CRD
- 23131