Peter M. Eliason

OSAIC WEALTH | Senior Advisor

Sheridan, WY 82801

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CRD#: 3230564

Professional summary

Peter Matthew Eliason, who also goes by Peter Matthew Eliasoon, is a registered financial advisor currently at OSAIC WEALTH, INC. located in Sheridan, Wyoming.

Peter is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Peter has worked at 3 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

What are your service offerings?

Trust & estate planning

Trading individual securities

Institutional consulting

Financial planning

Retirement planning

What is your current number of clients?

Greater than 100

What is your minimum asset requirement?

50K

Are you a "fiduciary"?

Yes

Aliases

Peter Matthew Eliasoon

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.

1. BHAG, LLC, NOT INVESTMENT RELATED 51 COFFEEN AVE STE 101 SHERIDAN WY 82801 PART OWNER STARTED THIS BUSINESS 02-01-2010 2 HOURS A MONTH 0 TIME IS ALLOTTED DURING TRADING HOURS. OWN COMMERCIAL REAL-ESTATE BUILDING. DUTIES INCLUDE MANAGING PROPERTY. 50% OWNER. 2. SECURITY STATE BANK PARTNERSHIP AGREEMENT 2070 COFFEEN AVE SHERIDAN WY 82801 SIGNED A PARTNERSHIP AGREEMENT TO PROVIDE INVESTMENT SERVICES THROUGH ROYAL ALLIANCE, STATED 06-01-2008. DUTIES INCLUDE PROVIDING INVESTMENT ADVICE TO POSSIBLE CLIENTS. 0 HOURS A MONTH ACTIVITY 3. INDEPENDENT INSURANCE AGENT-NAME OF BUSINES IS PETER ELIASON, SOLE PROPRIETORSHIP 2070 COFFEEN AVE SHERIDAN WY 82801 MY TITLE IS AGENT. BUSINESS STARTED 05-03-2003.APPROXIMATELY 10 HOURS A MONTH ON ACTIVITY. 5 HOURS A MONTH DURING TRADING HOURS. SELL PERSONAL LIFE INSURANCE AND LONG-TERM CARE. 4. COMMERCE BUILDING LLC; INVESTMENT RELATED; PO BOX 602, SHERIDAN, WY 82801; OWNER; SINCE 06/01/2012; 5 HRS/MTH; 0 DURING SECURITY HOURS; PART OWNER OF THIS COMMERCIAL/OFFICE BUILDING. WILL BE FUTURE OFFICE SPACE FOR OUR PRACTICE. 5. WHITNEY BENEFITS BOARD; NOT INVESTMENT RELATED; 145 N. CONNOR STREET, SHERIDAN, WY 82801; BOARD MEMBER; SINCE 01/01/2013; 1HR/MTH; 1 DURING SECURITY HOURS; SERVE AS ADVISORY MEMBER ON BOARD OF DIRECTORS. 6. OSAIC WEALTH, INC. RIA POSITION: INVESTMENT ADVISOR; NATURE: REGISTERED INVESMENT ADVISOR; INVESTMENT RELATED: YES; NUMBER OF HOURS: 10; SECURITIES TRADING HOURS: 10; START DATE: 05/20/2015; ADDRESS: 312 WHITNEY LANE, SHERIDAN WY 82801; DESCRIPTION: FEE BASED INVESTMENT MANAGMENT. 7. BARN IN BIG HORN LLC POSITION: OWNER; NATURE: LLC; INVESTMENT RELATED: NO; NUMBER OF HOURS: 1; SECURITIES TRADING HOURS: 0; START DATE: 06/01/2015; ADDRESS: 211 JOHNSON STREET, BIG HORN WY 82833; DESCRIPTION: NONE. MY WIFE AND HER PARENTS WILL BE RUNNING THE EVENT COORDINATIONG FOR THE EVENT CENTER. WEDDINGS, FAMILY REUNIONS, CHRISTMAS PARTIES. 8. P & C LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 02/15/2020 ADDRESS: 228 Johnson Street, Big Horn WY 82833, United States DESCRIPTION: Manage Property Lease, Pay Bills, Maintain property 9. ELIASON FINANCIAL LLC POSITION: member NATURE: Limited Liability Company INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 2 START DATE: 09/01/2024 ADDRESS: 312 Whitney Lane, Sheridan WY 82801, United States DESCRIPTION: Manage financials and pay appropriate bills

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter Matthew Eliason's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

CRS (Client Relationship Summary) - BD

Click below to view Peter Matthew Eliason's CRS (Customer Relationship Summary).

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®

None

Experience

Current

May 29, 2015 - Present

OSAIC WEALTH, INC.

Office #1: 312 Whitney Lane Suite 2, Sheridan, WY 82801

RIA

CRD#: 23131

Sheridan, WY

Current

May 27, 2003 - Present

OSAIC WEALTH, INC.

Office #1: 312 Whitney Lane Suite 2, Sheridan, WY 82801

RIA

CRD#: 23131

Sheridan, WY

Past

September 10, 2007 - November 1, 2024

FINANCIAL DIMENSIONS GROUP, INC.

RIA

CRD#: 115143

SHERIDAN, WY

Past

March 8, 2002 - May 20, 2003

CETERA INVESTMENT SERVICES LLC

CRD#: 15340

ST. CLOUD, MN

Past

July 13, 1999 - March 4, 2002

OSAIC WEALTH, INC.

CRD#: 23131

SCOTTSDALE, AZ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

OSAIC WEALTH, INC.

CRD#: 23131 / SEC#: 801-54859, 8-40218

RIA

Registered Investment Advisory firm - SEC (9/10/1997 Approved)

Broker-Dealer Firm Regulated by FINRA (Denver district office)

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(7/15/2025)

Alaska
(11/2/2007)

Arizona
(5/27/2003)

Arkansas
(4/8/2020)

California
(1/29/2007)

Colorado
(5/27/2003)

Florida
(9/10/2010)

Idaho
(5/12/2011)

Illinois
(2/11/2021)

Indiana
(3/8/2011)

Iowa
(1/16/2019)

Kansas
(4/25/2012)

Maine
(4/11/2019)

Maryland
(4/24/2025)

Michigan
(4/26/2022)

Minnesota
(5/27/2003)

Missouri
(10/12/2022)

Montana
(6/29/2005)

Nebraska
(6/10/2014)

IAR

Nebraska
(5/29/2015)

Nevada
(7/28/2010)

New Jersey
(3/2/2015)

New York
(4/4/2018)

North Carolina
(12/14/2020)

North Dakota
(1/14/2011)

Ohio
(6/3/2014)

Oklahoma
(2/29/2016)

Oregon
(8/26/2016)

Pennsylvania
(10/12/2022)

South Carolina
(4/10/2019)

South Dakota
(5/23/2008)

Tennessee
(5/3/2023)

Texas
(1/9/2013)

IAR

Texas
(4/11/2025)

Utah
(4/21/2005)

Virginia
(9/13/2021)

Washington
(1/9/2017)

Wisconsin
(12/8/2015)

Wyoming
(5/27/2003)

IAR

Wyoming
(4/11/2025)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/14/2007

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 7/13/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/5/1999

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 6/4/2007

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

OSAIC WEALTH, INC.

CRD#: 23131 / SEC#: 801-54859, 8-40218

RIA

Registered Investment Advisory firm - SEC (9/10/1997 Approved)

Broker-Dealer Firm Regulated by FINRA (Denver district office)

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Contact information

Main Address

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255

Mailing Address

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255

Phone number

(800) 821-5100

Established

Delaware since 08/05/1988

Firm type

Corporation

Fiscal year end

December

Firm Size

Large

# of Employees

8,717

SEC notice filing (53 States and Territories)

FINRA licenses (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Customer Relationship Summary (CRS / FINRA)

Latest Form ADV

Part 2 Brochures

OSAIC WEALTH, INC ADV PART 2A (10/20/2025)

SIGNATOR MANAGED ACCOUNT PLATFORM (3/31/2025)

Direct owners and executive officers

Name	Position	CRD#
OSAIC, INC.	SHAREHOLDER
CORNICK, GREGORY ALLEN	CEO, PRESIDENT, DIRECTOR	3132991
FORD, ERINN JUNE	DIRECTOR	2176816
MIHAL, SHAWN MICHAEL	SVP, CHIEF COMPLIANCE OFFICER	3262384
MITCHELL, CHRISTOPHER MILLS	CORPORATE TREASURER, FINANCIAL PRINCIPAL	2420144
PRICE, JAMES DALE	CHAIRMAN	1243224
SCHLUETER, MATTHEW ADAM	EVP, OPERATIONS AND TECHNOLOGY SOLUTIONS, DIRECTOR	2627931

Regulatory assets under management

Total Number of Accounts	797,559
AUM (Assets Under Management)	$ 200,266,275,275

Disclosures

Regulatory Event	50
Arbitration	31
Bond	7

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/14/2025	Cover Page	Report
12/18/2024	Cover Page	Report
01/26/2024	Cover Page	Report

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Peter M. Eliason

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter Matthew Eliason's CRS (Customer Relationship Summary).

CRS (Client Relationship Summary) - BD

Click below to view Peter Matthew Eliason's CRS (Customer Relationship Summary).

Certified licenses

Experience

OSAIC WEALTH, INC.

FINANCIAL DIMENSIONS GROUP, INC.

CETERA INVESTMENT SERVICES LLC

OSAIC WEALTH, INC.

Primary Firm SEC Registration

OSAIC WEALTH, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 8/14/2007

Series 63

Date: 7/13/1999

SIE

Date: 10/1/2018

Series 7

Date: 7/5/1999

Series 24

Date: 6/4/2007

FINRA

Current Firm

OSAIC WEALTH, INC.

Contact information

SEC notice filing (53 States and Territories)

FINRA licenses (53 States and Territories)

Documents

Part 2 Brochures

Direct owners and executive officers

Regulatory assets under management

Disclosures

Accountant surprise examination report

Red Flags

Company Information

OSAIC WEALTH, INC.

TRUST BUT VERIFY

Contact information

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