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MP

Mark N. Petersen

MIDWEST VALUE PLANNING
OMAHA, NE
Some features on this profile are disabled
CRD#: 2225759
MP

Professional summary

Mark N Petersen, CFP®, who also goes by Mark N. Petersen, is a registered financial advisor currently at MIDWEST VALUE PLANNING located in Omaha, Nebraska.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Mark has worked at 3 firms and has passed the Series 63 and Series 2 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Mark N. Petersen

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) - RIA

Click below to view Mark N Petersen's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2009

Experience

Current

October 4, 2024 - Present

MIDWEST VALUE PLANNING

RIA
CRD#: 333441
OMAHA, NE
Past

December 8, 2011 - September 3, 2024

CWM, LLC

RIA
CRD#: 155344
OMAHA, NE
Past

March 25, 1992 - April 29, 2005

ADEPT INVESTMENT MANAGEMENT CORPORATION

RIA
CRD#: 117888
OMAHA, NE

State Registrations and Notice Filings

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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Nebraska
(10/4/2024)

Exams

State Security Law Exam
RR
Series 63
Date: 3/20/1992
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 2
Date: 3/18/1992
Non-Member General Securities Examination

Current Firm

MV
MIDWEST VALUE PLANNING
MARK N PETERSEN, CPA | MIDWEST VALUE PLANNING

CRD#: 333441 / SEC#:

Nebraska
Registered Investment Advisory firm - (10/4/2024 Approved)
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Contact information

Main Address
Omaha, NE
Mailing Address
P.o. Box 540521, Omaha, NE 68154-0521
Phone number
(402) 689-7088
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

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

MIDWEST VALUE PLANNING

CRD#: 333441Omaha, NE

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