BP
Brent A. Peterson
VIRTUE CAPITAL MANAGEMENT
La Crosse, WI 54601
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CRD#: 5129958
BP
Professional summary
Brent A Peterson is a registered financial advisor currently at VIRTUE CAPITAL MANAGEMENT, LLC located in La Crosse, Wisconsin.
Brent is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Brent has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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) INTERSTATE WEALTH, LLC.�, Title: OWNER, Description: SALES OF FIXED LIFE, ANNUITIES & LONG TERM CARE.�, Start Date: 10-01-2017, Address: 4535 MORMON COULEE ROAD, STE 2, LA CROSSE, WI 54601, Investment-related? NO, Hours per month: 20, During trading hours: 20 (2) NATIONAL GOLD CONSULTANTS, Title: AGENT, Description: SELLING GOLD AND SILVER, Start Date: 11-01-2018, Address: 3616 SCHOOL BLVD. SUITE 140, MONTICELLO, MN 55362, Investment-related? NO, Hours per month: 2, During trading hours: 2
CRS (Client Relationship Summary) - RIA
Click below to view Brent A Peterson'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®
NoneExperience
Current
October 31, 2017 - Present
VIRTUE CAPITAL MANAGEMENT, LLC
Office #1: 4535 Mormon Coulee Road Suite 2, La Crosse, WI 54601RIA
CRD#: 167816
La Crosse, WI
Past
May 18, 2006 - October 31, 2017
USA FINANCIAL SECURITIES LLC
RIA
CRD#: 103857
ONALASKA, WI
Past
May 4, 2006 - October 31, 2017
USA FINANCIAL SECURITIES LLC
BD
CRD#: 103857
ONALASKA, WI
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".
VC
VIRTUE CAPITAL MANAGEMENT, LLC
VIRTUE CAPITAL MANAGEMENT, LLC
CRD#: 167816 / SEC#: 801-79938
RIA
Registered Investment Advisory firm - (6/25/2014 Approved)Arizona
Registered Investment Advisory firm - (7/1/2014 Terminated)California
Registered Investment Advisory firm - (7/31/2014 Terminated)Florida
Registered Investment Advisory firm - (7/1/2014 Terminated)Georgia
Registered Investment Advisory firm - (7/1/2014 Terminated)Kentucky
Registered Investment Advisory firm - (7/2/2014 Terminated)New Jersey
Registered Investment Advisory firm - (7/11/2014 Terminated)Ohio
Registered Investment Advisory firm - (7/1/2014 Terminated)Pennsylvania
Registered Investment Advisory firm - (7/1/2014 Terminated)Tennessee
Registered Investment Advisory firm - (7/31/2014 Terminated)Texas
Registered Investment Advisory firm - (7/1/2014 Terminated)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
Wisconsin(10/31/2017)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
VC
VIRTUE CAPITAL MANAGEMENT, LLC
VIRTUE CAPITAL MANAGEMENT, LLC
CRD#: 167816 / SEC#: 801-79938
RIA
Registered Investment Advisory firm - (6/25/2014 Approved)Arizona
Registered Investment Advisory firm - (7/1/2014 Terminated)California
Registered Investment Advisory firm - (7/31/2014 Terminated)Florida
Registered Investment Advisory firm - (7/1/2014 Terminated)Georgia
Registered Investment Advisory firm - (7/1/2014 Terminated)Kentucky
Registered Investment Advisory firm - (7/2/2014 Terminated)New Jersey
Registered Investment Advisory firm - (7/11/2014 Terminated)Ohio
Registered Investment Advisory firm - (7/1/2014 Terminated)Pennsylvania
Registered Investment Advisory firm - (7/1/2014 Terminated)Tennessee
Registered Investment Advisory firm - (7/31/2014 Terminated)Texas
Registered Investment Advisory firm - (7/1/2014 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
6 Cadillac Dr. Suite 310, Brentwood, TN 37027
Mailing Address
Phone number
(615) 340-0801
Established
Firm type
Fiscal year end
# of Employees
110
SEC notice filing (43 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 6,111 |
| AUM (Assets Under Management) | $ 787,466,707 |
Red Flags
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Company Information
VIRTUE CAPITAL MANAGEMENT, LLC
CRD#: 167816La Crosse, WI 54601TRUST BUT VERIFY
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