Calvin David Peterson
Investment adviser representative at Mbe Wealth Management, LLC
12 yearsExperience
1 stateRegistered in
$977.1MFirm assets
9 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
Experience
12 years in the industry.
- Mbe Wealth Management, LLCOct 2024 to now
- Fairfield Hills Golf Course & RangeMay 2021 to Sep 2024
- University of Wisconsin-madisonAug 2020 to May 2024
- Williams Lawn Care LLCAug 2019 to Aug 2020
- Fairfield Hills Golf Course & RangeJun 2016 to Apr 2021
- Fox Hill Rv Park & CampgroundJun 2016 to Sep 2020
- Full-time StudentOct 2014 to Aug 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (WI).
Mbe Wealth Management, LLC
$977.1MAssets managed
2,598Clients
13Advisers
9 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
- 7993379
- Firm CRD
- 165516