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Kevin M. Peterson

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CRD#: 1222134
KP

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Kevin Merle Peterson was a registered financial professional .

Kevin is a previously registered financial professional and started their career in finance in 1984. Kevin had worked at 4 firms and has passed the Series 63, Series 52 and Series 53 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

February 18, 1997 - May 16, 2000

KFS BD, INC.

BD
CRD#: 490
OMAHA, NE
Past

April 18, 1996 - February 3, 1997

GEORGE K. BAUM & COMPANY

BD
CRD#: 36354
KANSAS CITY, MO
Past

January 5, 1990 - October 9, 1991

PAULSON INVESTMENT COMPANY LLC

BD
CRD#: 5670
PORTLAND, OR
Past

October 11, 1984 - April 22, 1986

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 5/6/1996
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


KB
KFS BD, INC.
KFS BD, INC. | KIRKPATRICK, PETTIS, SMITH, POLIAN INC. | KIRKPATRICK PETTIS

CRD#: 490 / SEC#: , 8-2441

BD
Terminated by SEC on 03/19/2005
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Contact information


Main Address
Mailing Address
Phone number
Established
Nebraska since 10/25/1929
Firm type
Corporation
Fiscal year end
June
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
KFS CORPORATIONOWNER
COOK, KENNETH RDIRECTOR2911532
KITSON, KURT WILLIAMCFO AND TREASURER2284435
LUND, KENT JEFFREYSECRETARY AND CHIEF COMPLIANCE OFFICER3191357
WITT, RICHARD ALLENDIRECTOR2755587

Disclosures


Regulatory Event10
Arbitration4

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


KFS BD, INC.

CRD#: 490

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