Michael Petersen is a ChFC-designated registered investment advisor, based in El Dorado Hills, CA, with 22 years of industry experience.
Location
El Dorado Hills, CA
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michael is an insurance agent selling fixed insurance products since 1999, dedicating about a quarter of his time. He also works as an advanced markets consultant for The Annuity Store and Optima Financial, assisting agents with case design and providing training, spending about 10-20% of his time on each.
Employment History
Current Registrations
The Leaders Group, INC.Broker
Tlg Advisors, INC.
The Leaders Group, INC.
Previous Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Questar Asset Management, INC.
Questar Capital CorporationBroker
P.J. Robb Variable CorporationBroker
Underwriters Equity CorporationBroker
Ifmg Securities, INC.
Ifmg Securities, INC.Broker
Uboc Investment Services, INC.
Uboc Investment Services, INC.Broker
Waddell & Reed, INC.Broker
Metropolitan Life Insurance CompanyBroker
Metlife Securities INC.Broker
State Registrations3 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.