CP
CP

Christine Peterson

28 Years of Experience
Minnetonka, MN
BrokerSells Insurance

Christine Peterson is a registered investment advisor at Cetera Investment Advisers LLC, based in Minnetonka, MN, with 28 years of industry experience. Christine 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

5100 Thimsen Ave Ste 228, Minnetonka, MN, 55345

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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

Christine owns rental property, dedicating minimal time to it. She also sells Medicare and health insurance through Trusted Insurance Agency.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2019 - Present · 7 yrs 2 mos
Cetera Investment Services LLCBroker
March 2019 - Present · 7 yrs 2 mos
Previous Registrations
Raymond James Financial Services, INC.Broker
June 2015 - December 2018 · 3 yrs 6 mos
U.S. Bancorp Investments, INC.Broker
October 2010 - November 2014 · 4 yrs 1 mo
Woodbury Financial Services, INC.Broker
November 2007 - September 2010 · 2 yrs 10 mos
Allstate Financial Services, LLCBroker
September 2004 - April 2007 · 2 yrs 7 mos
First Heartland Capital, INC.Broker
May 2003 - September 2004 · 1 yr 4 mos
Thrivent Investment Management INC.Broker
July 2002 - June 2003 · 11 mos
Lutheran Brotherhood Securities CORP.Broker
January 1996 - July 2002 · 6 yrs 6 mos
State Registrations19 states
ARAZCACOFLGAILINMNMONCNDNVNYORTXVAWAWI
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.
Christine Peterson - Financial Advisor | TrueAdvisor