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John Reuben Peterson

CLEARY GULL INC.·MILWAUKEE, Wisconsin
SIE, Series 7, Series 24, Series 63, Series 79TOClean recordCLEARY GULL INC.
100 EAST WISCONSIN AVE, MILWAUKEE, WI 53202CRD# 2835168Firm CRD# 45309

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John Reuben Peterson · MILWAUKEE, WI
Registration
CRD #2835168 · CLEARY GULL INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
Series 79TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
CLEARY GULL INC.
CRD 45309 · SEC 801-55574
AUM
$1.0B
Regulatory assets under management
Employees
49
620 client accounts
Services offered by CLEARY GULL INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CLEARY GULL INC. →
Introduction

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Frequently Asked Questions

What services does John Reuben Peterson offer?
John Reuben Peterson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MILWAUKEE, Wisconsin for a consultation.
What are John Reuben Peterson's credentials?
John Reuben Peterson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Reuben Peterson located?
John Reuben Peterson is based in MILWAUKEE, Wisconsin, working with CLEARY GULL INC.. Their office serves clients in the MILWAUKEE metropolitan area and surrounding communities.
How does John Reuben Peterson charge for services?
John Reuben Peterson's firm is compensated through percentage of aum, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CLEARY GULL INC.?
CLEARY GULL INC. has approximately 49 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CLEARY GULL INC.

Ronald David Miller
MILWAUKEE, WI

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