THE MAGNOLIA GROUP, LLC

OMAHA, Nebraska·2 registered advisors·CRD# 171102
SEC# 801-798480402-509-8456
01

Firm Overview

AUM
$784M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Retirement Planning
04

Advisors at THE MAGNOLIA GROUP, LLC

2 registered advisors
Adam Kenneth Peterson
OMAHA, Nebraska
Peter Karl Lindmark
OMAHA, Nebraska
05

Office Locations

OMAHA, Nebraska
2 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. THE MAGNOLIA GROUP, LLC (CRD# 171102) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.