AP
Adam K. Peterson
THE MAGNOLIA GROUP
Omaha, NE 68102
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CRD#: 5389061
AP
Professional summary
Adam Kenneth Peterson, who also goes by Adam K Peterson, Adam Peterson, is a registered financial advisor currently at THE MAGNOLIA GROUP, LLC located in Omaha, Nebraska.
Adam is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Adam has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Adam K Peterson | Adam Peterson
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.
The Aligned Group, LLC manages two real estate funds, both of which are in run off. The Aligned Group, LLC is located in Las Vegas, Nevada at 8918 Spanish Ridge Avenue, Suite 100. I am co-manager and 25% owner of the Firm which was started in October 2013. I spend about two hours a week, one of which is during securities trading hours, advising on real estate loans and acquisitions along with the other manager. Boston Omaha Corporation is a holding company for which I have been co-CE and co-Chairman of the Board since March of 2015. Boston Omaha Corporation is located in Omaha Nebraska at 1601 Dodge Street, Suite 3300. I devote about 20 hours a week, 5 of which are typically during securities trading hours, to Boston Omaha Corporation. I am predominantly responsible for the allocation of the company's capital in other private companies. 24th Street Asset Management, LLC ("24th") is an investment adviser to private funds investing in real estate assets, including commercial loans on real estate assets. 24th is located in Las Vegas, Nevada at 3900 S. Hualapai Suite 300. I am an adviser to the Firm which was started in July 2018. I spend eight hours month, generally none of which are during securities trading hours, advising on real estate assets and commercial loans along with the other manager. I serve on the Board of Directors for Nicholas Financial, Inc. and have since July 2017. Nicholas Financial, Inc. is located at 2454 McMullen Booth Road, Building C, Clearwater, Florida 33759 devote approximately 2-3 hours per quarter, about 80% of which are during securities trading hours. I serve on the Board of Directors. I serve on the Board of Directors for Nelnet, Inc., and have since March 2022. Nelnet, Inc. is located at 121 South 13th Street, Suite 100, Lincoln, NE. I devote approximately 2-3 hours per quarter, 80% of which are during securities trading hours. I serve on the Board of Directors. I serve on the Board of Directors for CB&T Holding Corporation and have since November 2022. CB&T Holding Corporation is located at 1100 Poydras Street, Suite 100, New Orleans. I devote approximately 2-3 hours per quarter , 80% of which are during securities trading hours. I serve on the Board of Directors. I am a member of KPR, LLC, and have been since December 2021. KPR is located at 3900 S. Hualapai Way, Suite 200, Las Vegas, Nevada 89147. I work with two other members to make small investments on behalf of the business. I spend approximately thirty minutes per month on this business (these are passive) and no time during trading hours. I am a passive investor.
CRS (Client Relationship Summary) - RIA
Click below to view Adam Kenneth 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
June 8, 2016 - Present
THE MAGNOLIA GROUP, LLC
Office #1: 1601 Dodge Street Suite 3300, Omaha, NE 68102RIA
CRD#: 171102
Omaha, NE
Past
June 19, 2014 - December 31, 2015
THE MAGNOLIA GROUP, LLC
RIA
CRD#: 171102
OMAHA, NE
Past
August 23, 2007 - December 31, 2008
MAGNOLIA CAPITAL, LLC
RIA
CRD#: 144513
TULSA, OK
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".
TM
THE MAGNOLIA GROUP, LLC
THE MAGNOLIA GROUP, LLC
CRD#: 171102 / SEC#: 801-79848
RIA
Registered Investment Advisory firm - (6/19/2014 Approved)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(6/8/2016)
Current Firm
TM
THE MAGNOLIA GROUP, LLC
THE MAGNOLIA GROUP, LLC
CRD#: 171102 / SEC#: 801-79848
RIA
Registered Investment Advisory firm - (6/19/2014 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1601 Dodge Street Suite 3300, Omaha, NE 68102
Mailing Address
Phone number
(402) 509-8456
Established
Firm type
Fiscal year end
# of Employees
2
SEC notice filing (1 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2 |
| AUM (Assets Under Management) | $ 811,857,229 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
THE MAGNOLIA GROUP, LLC
CRD#: 171102Omaha, NE 68102TRUST BUT VERIFY
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