SP
SP

Spencer Peterson

2 Years of Experience
Schaumburg, IL
Broker

Spencer Peterson is a registered investment advisor at Cetera Investment Advisers LLC, based in Schaumburg, IL, with 2 years of industry experience. Spencer 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

1450 American Lane, 6th Floor, Suite 650, Schaumburg, IL, 60173-2096

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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

Spencer is the owner and sole member of SP Detailing, LLC, an automotive detailing business, since April 2025. He spends about 10-20% of his time on this activity, and it is not investment-related.

Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
February 2026 - Present · 5 mos
Cetera Investment Advisers LLC
February 2026 - Present · 5 mos
Previous Registrations
Gradient Wealth Management
February 2024 - February 2026 · 2 yrs
Gradient Securities, LLCBroker
November 2023 - February 2026 · 2 yrs 3 mos
State Registrations1 state
MN
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.
Spencer Peterson - Financial Advisor | TrueAdvisor