Russell Peterson
Russell Peterson is a registered investment advisor at Cetera Investment Advisers LLC, based in Tulsa, OK, with 28 years of industry experience. Russell 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
Firm Size
IM Fee
Assets Under Management
Location
1616 S Main St, Tulsa, OK, 74119
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2001Other Business ActivitiesSells Insurance
Russell is an independent contractor for Catalyst Benefits Group LLC, an agent/broker for Fraser Insurance and SAMA Fixed Insurance, and the owner of Peterson Wealth Management. He also works as a financial professional for Guide Wealth Partners, dedicating about 10-20% of his time to this role.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations10 states
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.