PN
CFP
PN
CFP

Peter Nelson

32 Years of Experience
Saint Peter, MN
BrokerSells Insurance

Peter Nelson is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Saint Peter, MN, with 32 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

1903 North 3rd Street Suite 100, Saint Peter, MN, 56082

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Peter is a registered representative selling fixed insurance products, including life, health, disability, annuities, and long-term care, dedicating a few hours per week. He is also the owner of Mapvest Wealth Management, a DBA for financial services, spending a few hours per week on securities business and marketing.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
November 2021 - Present · 4 yrs 6 mos
Previous Registrations
Cetera Advisor Networks LLC
November 2021 - June 2023 · 1 yr 7 mos
LPL Financial LLCBroker
July 2007 - December 2021 · 14 yrs 5 mos
LPL Financial LLC
July 2007 - December 2021 · 14 yrs 5 mos
Wells Fargo Investments, LLC
December 2004 - July 2007 · 2 yrs 7 mos
Wells Fargo Investments, LLCBroker
December 2002 - July 2007 · 4 yrs 7 mos
Commonwealth Financial NetworkBroker
June 2002 - December 2002 · 6 mos
H.D. Vest Investment ServicesBroker
April 2002 - June 2002 · 2 mos
Marquette Financial Group, INC.Broker
September 1993 - April 2002 · 8 yrs 7 mos
State Registrations21 states
ARAZCADCFLGAIAILMIMNMOMTNCNDNENVOHORSDUTWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.