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Mark P

Series 63

Hutchinson, MN

Cetera

Mark Peterson is a financial advisor with Cetera who holds a Series 63 designation and has 30 years of industry experience. He has been with Cetera and its related entity since 2013. In addition to his advisory role, he is a financial professional at Novation Credit Union, offering investment and advisory services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm provides a variety of portfolio management and advisory services, utilizing a multi-manager platform with discretionary and non-discretionary options.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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