Traci Peterson
Traci Peterson is a registered investment advisor at LPL Financial LLC, based in Marshall, WI, with 18 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
West 301 Main Street, Suite B, Marshall, WI, 53559
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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
Traci operates Blossom Financial as a DBA for her LPL business, dedicating her full time to it. She also spends about 10-20% of her time on non-variable insurance products, and about a quarter of her time as an investment advisor representative for Great Valley Advisor Group, Inc. Additionally, Traci co-owns Crooked Oak, a real estate rental business, and Margrove, a business building and selling spec homes, each taking about a quarter of her time.
Employment History
Current Registrations
LPL Financial LLC
Great Valley Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations8 states
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