Mark N Petersen
CFP®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Mark N. Petersen
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Credentials
Years of Experience
34 years in the financial services industry
Current & Past Employments
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Current Firm
MARK N PETERSEN, CPA | MIDWEST VALUE PLANNING
Contact Information
Main Address
Omaha, NEMailing Address
P.o. Box 540521, Omaha, NE 68154-0521Phone Number
(402) 689-7088# of Employees
1Documents
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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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 2 — Non-Member General Securities Examination
Passed Mar 1992Similar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Mark N Petersen's CRS (Customer Relationship Summary).
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