Michael J. Peterson
Professional summary
Michael James Peterson, who also goes by Michael Peterson, is a registered financial advisor currently at IMPACT WEALTH MANAGEMENT located in Peoria, Arizona.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Michael has worked at 5 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Michael James Peterson's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 25, 2023 - Present
IMPACT WEALTH MANAGEMENT
November 13, 2019 - April 25, 2023
BANKERS LIFE ADVISORY SERVICES, INC.
September 16, 2019 - April 25, 2023
BANKERS LIFE SECURITIES, INC.
June 23, 2006 - November 27, 2007
OSAIC SERVICES, INC.
January 25, 2006 - November 27, 2007
OSAIC SERVICES, INC.
December 16, 2004 - January 25, 2006
WELLS FARGO INVESTMENTS, LLC
November 15, 2004 - January 25, 2006
WELLS FARGO INVESTMENTS, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/25/2023)
(7/25/2023)
Exams
Series 7TO
Date: 9/15/2019
General Securities Representative ExaminationCurrent Firm
IMPACT WEALTH MANAGEMENT
CRD#: 324168 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 377 |
| AUM (Assets Under Management) | $ 64,915,502 |
Red Flags
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