Mark N. Petersen

MIDWEST VALUE PLANNING

OMAHA, NE

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CRD#: 2225759

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.

MARK N. PETERSEN, CPA NOT INVESTMENT RELATED TAX PREPARATION & CONSULTING SOLE PROPRIETOR SINCE 1991 I HAVE PROVIDED TAX PREPARATION SERVICES TO INVESTMENT CLIENTS UPON REQUEST. I DEVOTE APPROXIMATELY 2-3% OF MY TIME TO THESE SERVICES (4 HOURS PER MONTH).

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)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 3/20/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 2

Date: 3/18/1992

Non-Member General Securities Examination

Current Firm

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

Documents

Latest Form ADV

Red Flags

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

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Mark N. Petersen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

MIDWEST VALUE PLANNING

CWM, LLC

ADEPT INVESTMENT MANAGEMENT CORPORATION

State Registrations and Notice Filings

Exams

Series 63

Date: 3/20/1992

Series 2

Date: 3/18/1992

Current Firm

MIDWEST VALUE PLANNING

Contact information

Documents

Red Flags

Company Information

MIDWEST VALUE PLANNING

TRUST BUT VERIFY

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