AP
Adam Peterson
from The Magnolia Group, LLC
Adam Peterson is a financial advisor based in Nebraska, Omaha,
with 18 years of experience. Adam currently works for
The Magnolia Group, LLC.
Adam maintains a S65 license (Uniform Investment Adviser Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Adam Peterson works at The Magnolia Group, LLC
The Magnolia Group, LLC is a financial advisory firm based in Omaha, Nebraska. It currently has approximately $797,436,834 of assets under management and employs about 2 people. The Magnolia Group, LLC uses a fee structure of a percentage of assets under your management and performance-based fees.
Certifications and registrations
Uniform Investment Adviser Law Examination (S65)
Years registered
2 years
Fee structure
A percentage of assets under your management and performance-based fees
Office location
1601 Dodge Street, Suite 3300, Omaha, Nebraska, 68102
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