Calvin David Peterson
Advisor at MBE Wealth Management, LLC — Tomah, WI
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65
Experience Industry experience
1 year
Location
Tomah, WI 54660
MBE Wealth Management, LLC
Team
Calvin Peterson is a financial advisor at MBE Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience including roles at Fairfield Hills Golf Course & Range and the University of Wisconsin-Madison. Peterson is also a licensed insurance agent involved in implementing insurance recommendations. MBE Wealth Management serves a diverse client base including individuals, trusts, estates, businesses, and retirement plans. The firm builds diversified, long-term portfolios using low-cost mutual funds and ETFs along with individual securities and independent managers, employing both fundamental and technical analysis in its investment approach.
Based on MBE Wealth Management, LLC
Based on MBE Wealth Management, LLC
Fixed fees for financial planning engagements range from $500 to $2,500 per engagement
Up to 1.50% annually (negotiable based on factors such as complexity, asset level, overall relationship)
Commission-based compensation earned for selling insurance products, separate from advisory fees
Financial planning services hourly fees range from $100 to $300 per hour
Fee-only: Investment advisory fees paid quarterly or monthly, ranging up to 1.50% annually, negotiable; Financial planning fees $100-$300/hour or fixed fees $500-$2,500 per engagement; Retirement plan advisory fees up to 0.75% annually; Financial institution consulting fee 0.65% annually on assets under management
Tomah, WI
200 W. Warren St.
Tomah WI 54660
Advisors at this office
11
Wisconsin
1 year of industry experience
MBE Wealth Management, LLC
2024 - Present • 2 years
Baraboo, WI
Fairfield Hills Golf Course & Range
2021 - 2024 • 3 years
Baraboo, WI
University of Wisconsin-Madison
2020 - 2024 • 4 years
Madison, WI
Williams Lawn Care LLC
2019 - 2020 • 1 year
Baraboo, WI
Fairfield Hills Golf Course & Range
2016 - 2021 • 5 years
Baraboo, WI
Fox Hill RV Park & Campground
2016 - 2020 • 4 years
Baraboo, WI
Full-Time Student
2014 - 2020 • 6 years
Baraboo, WI
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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