Unclaimed Profile

Andrew Eldon Peterson

MSP WEALTH MANAGEMENT, LLC·KLAMATH FALLS, Oregon

SIE, Series 7, Series 66Clean record22 years registeredMSP WEALTH MANAGEMENT, LLC

824 PINE STREET, KLAMATH FALLS, OR 97601CRD# 4584023Firm CRD# 306522

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Andrew Eldon Peterson · KLAMATH FALLS, OR

Registration

CRD #4584023 · MSP WEALTH MANAGEMENT, LLC · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: MSP WEALTH MANAGEMENT, LLC

MSP WEALTH MANAGEMENT, LLC

Mar 2020 – Dec 2024

KLAMATH FALLS, OR

AVANTAX ADVISORY SERVICES

Oct 2019 – Apr 2020

IRVING, TX

1ST GLOBAL ADVISORS INC

Aug 2003 – Oct 2019

KLAMATH FALLS, OR

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · August 25, 2003

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MSP WEALTH MANAGEMENT, LLC

CRD 306522 · SEC 801-117846

AUM

$170M

Regulatory assets under management

Employees

860 client accounts

Services offered by MSP WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MSP WEALTH MANAGEMENT, LLC →

Introduction

Speak with Andrew

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Andrew is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in KLAMATH FALLS?

Browse all registered financial advisors in KLAMATH FALLS, Oregon or claim this profile if it's yours.

Browse KLAMATH FALLS Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Andrew Eldon Peterson offer?

Andrew Eldon Peterson specializes in Financial Planning, Investment Management.

What are Andrew Eldon Peterson's credentials?

Andrew Eldon Peterson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Andrew Eldon Peterson located?

Andrew Eldon Peterson is based in KLAMATH FALLS, Oregon, last registered with MSP WEALTH MANAGEMENT, LLC.

How does Andrew Eldon Peterson charge for services?

Andrew Eldon Peterson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MSP WEALTH MANAGEMENT, LLC?

MSP WEALTH MANAGEMENT, LLC has approximately 7 employees and manages $170M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →