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Adam Kenneth Peterson

THE MAGNOLIA GROUP, LLC·OMAHA, Nebraska
Series 65Clean record18 years registeredTHE MAGNOLIA GROUP, LLC
1601 DODGE STREET, OMAHA, NE 68102CRD# 5389061Firm CRD# 171102

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Adam Kenneth Peterson · OMAHA, NE
Registration
CRD #5389061 · THE MAGNOLIA GROUP, LLC · 18 years registered
Brand Profile
Not yet started
01

Career History

THE MAGNOLIA GROUP, LLC
Jun 2016 – present
THE MAGNOLIA GROUP, LLC
Jun 2014 – Dec 2015
OMAHA, NE
MAGNOLIA CAPITAL, LLC
Aug 2007 – Dec 2008
TULSA, OK
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · August 23, 2007
Years registered · 18
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
THE MAGNOLIA GROUP, LLC
CRD 171102 · SEC 801-79848
AUM
$784M
Regulatory assets under management
Employees
2
2 client accounts
Services offered by THE MAGNOLIA GROUP, LLC
Per Form ADV
Pension consulting
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at THE MAGNOLIA GROUP, LLC →
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05

Frequently Asked Questions

What services does Adam Kenneth Peterson offer?
Adam Kenneth Peterson specializes in Retirement Planning. Contact their office in OMAHA, Nebraska for a consultation.
What are Adam Kenneth Peterson's credentials?
Adam Kenneth Peterson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Adam Kenneth Peterson located?
Adam Kenneth Peterson is based in OMAHA, Nebraska, working with THE MAGNOLIA GROUP, LLC. Their office serves clients in the OMAHA metropolitan area and surrounding communities.
How does Adam Kenneth Peterson charge for services?
Adam Kenneth Peterson's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THE MAGNOLIA GROUP, LLC?
THE MAGNOLIA GROUP, LLC has approximately 2 employees and manages $784M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at THE MAGNOLIA GROUP, LLC

Peter Karl Lindmark
OMAHA, NE

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