TP
CFP
TP
CFP

Tyler Peterson

3 Years of Experience
West Des Moines, IA
Broker

Tyler Peterson is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in West Des Moines, IA, with 3 years of industry experience. Tyler is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10458 advisors
IM Fee
Planning only
Assets Under Management
$256.8B
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Location

4920 Pleasant Street, Suite 2, West Des Moines, IA, 50266

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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 Activities

Tyler is a financial professional for Premier Retirement Plan Advisors, a DBA for financial services, since April 2024. This activity, which involves meeting with clients and offering financial advice, takes up a full-time commitment.

Employment History
Current Registrations
Cetera Investment Advisers LLC
May 2024 - Present · 2 yrs 5 mos
Cetera Wealth Services, LLCBroker
May 2024 - Present · 2 yrs 5 mos
Previous Registrations
Choreo, LLC
June 2023 - February 2024 · 8 mos
State Registrations4 states
FLIAMNMO
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.
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