Alexander Louis Peterson
Investment adviser representative at Assetmark, Inc.
13 yearsExperience
1 stateRegistered in
$91.8BFirm assets
27 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
13 years in the industry.
- Assetmark, Inc.Jul 2024 to now
- Assetmark Brokerage LLCJul 2024 to now
- Assetmark Financial Holdings, IncJul 2024 to now
- Equitable Advisors, LLCJul 2023 to Jun 2024
- UnemployedMar 2023 to Jun 2023
- Molo LogisticsJul 2022 to Feb 2023
- UnemployedJun 2022 to Jul 2022
- Molo SolutionsMay 2021 to Jul 2021
- Mass MarketsMay 2018 to Aug 2018
- University of IowaAug 2017 to May 2022
- Oak Park and River Forest High SchoolJul 2013 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (IL).
Assetmark, Inc.
$91.8BAssets managed
456,452Clients
217Advisers
27 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
- 7778039
- Firm CRD
- 109018