Unclaimed Profile

Donald Pete Peterson

FUSE PARTNERS, LLC·DALLAS, Texas

SIE, Series 7, Series 63, Series 6523 years registeredFUSE PARTNERS, LLC

8111 PRESTON ROAD, DALLAS, TX 75225CRD# 4402496Firm CRD# 168733

Profile Verification

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

Identity

Donald Pete Peterson · DALLAS, TX

Registration

CRD #4402496 · FUSE PARTNERS, LLC · 23 years registered

Brand Profile

Not yet started

Career History

INTEGRITY ALLIANCE, LLC.

Nov 2025 – present

BALEFIRE, LLC

Jan 2024 – present

FUSE PARTNERS, LLC

Nov 2013 – Dec 2023

DALLAS, TX

LPL FINANCIAL LLC

Oct 2013 – Jun 2022

DALLAS, TX

SECURIAN FINANCIAL SERVICES, INC.

Feb 2010 – Oct 2013

DALLAS, TX

PRINCOR FINANCIAL SERVICES CORPORATION

Jun 2003 – Feb 2010

SIOUX FALLS, SD

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · June 17, 2003

Years registered · 23

Disclosure History

2017Financial·Final

2008Customer Dispute·Denied

2007Customer Dispute·Settled

3 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

Firm Overview

Firm

FUSE PARTNERS, LLC

CRD 168733 · SEC 801-78506

AUM

$903M

Regulatory assets under management

Employees

1,317 client accounts

Services offered by FUSE PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at FUSE PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Donald Pete Peterson offer?

Donald Pete Peterson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DALLAS, Texas for a consultation.

What are Donald Pete Peterson's credentials?

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

Where is Donald Pete Peterson located?

Donald Pete Peterson is based in DALLAS, Texas, working with FUSE PARTNERS, LLC. Their office serves clients in the DALLAS metropolitan area and surrounding communities.

How does Donald Pete Peterson charge for services?

Donald Pete 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 FUSE PARTNERS, LLC?

FUSE PARTNERS, LLC has approximately 36 employees and manages $903M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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