Kendra Peterson
Kendra Peterson is a registered investment advisor at Cetera Investment Advisers LLC, based in Willmar, MN, with 9 years of industry experience. Kendra 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
1104 19th Ave Sw, Willmar, MN, 56201
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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
Kendra is an equity indexed annuity agent with Avantax Insurance Agency and may sell various insurance products. She also works full-time as a Client Services Assistant at Taatjes Financial Group and serves on multiple boards and committees for community organizations, dedicating minimal time to each.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Pruco Securities, LLC.Broker
State Registrations7 states
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