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 63, Series 65
Experience Industry experience
13 years
Location
Ainsworth, NE 69210
OSAIC
Institution
Kirk Peterson is a financial advisor with Osaic Wealth, Inc. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. Prior to joining Osaic in 2024, he worked at Woodbury Financial Services Inc., MWA Financial Services Inc., Modern Woodmen of America, and A&M Ag Partners. Outside of his advisory role, Peterson owns a party bus rental business in Ainsworth, Nebraska. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm integrates brokerage and advisory services, using firm-provided tools and third-party platforms to manage a broad range of investments tailored to client risk profiles.
Based on OSAIC
Based on OSAIC
Fixed or flat fees for financial planning and consulting services generally range up to $25,000, fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000.
Advisory Representatives also receive commissions for brokerage and insurance products sold through Osaic Wealth as a broker-dealer.
Hourly fees generally range from $0 - $750 per hour for financial planning and consulting, and $50 - $750 per hour for Non-Discretionary Investment Advisory Services.
Account minimum: $5,500 Fee-only: Hourly fees for financial planning or consulting services generally range from $0 - $750 per hour, not exceeding $25,000 total fees. Fixed or flat fees for financial planning and consulting generally range up to $25,000, and fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000, hourly fees $50 - $750 per hour.
Ainsworth, NE
118 E 2nd Street
Ainsworth NE 69210
Advisors at this office
1
Nebraska
13 years of industry experience
OSAIC
2024 - Present • 2 years
Ainsworth, NE
Woodbury Financial Services Inc
2018 - 2024 • 6 years
Minden, NE
MWA Financial Services Inc
2016 - 2018 • 2 years
Rock Island, IL
Modern Woodmen of America
2015 - 2018 • 3 years
Rock Island, IL
A&M Ag Partners
2014 - 2018 • 4 years
Axtell, NE
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is 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.
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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