MP
Michael Peterson
from Wealthplan Investment Management LLC
Michael Peterson is a financial advisor based in Nebraska, Omaha,
with 14 years of experience. Michael currently works for
Wealthplan Investment Management LLC.
Michael 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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Michael Peterson works at Wealthplan Investment Management LLC
Wealthplan Investment Management LLC is a financial advisory firm based in Omaha, Nebraska. It currently has approximately $869,707,596 of assets under management and employs about 26 people. Wealthplan Investment Management LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Investment Adviser Law Examination (S65)
Years registered
2 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
101 S 108th Ave, 3rd Floor, Omaha, Nebraska, 68154
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