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AP

Andrew C. Peterson

R2 WEALTH MANAGEMENT PARTNERS
LINCOLN, NE 68510
Some features on this profile are disabled
CRD#: 5664080
AP

Professional summary

Andrew Carroll Peterson is a registered financial advisor currently at R2 WEALTH MANAGEMENT PARTNERS located in Lincoln, Nebraska.

Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Andrew has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Carroll Peterson'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

December 1, 2025 - Present

R2 WEALTH MANAGEMENT PARTNERS

Office #1: 6940 O Street Suite 300, Lincoln, NE 68510
RIA
CRD#: 338490
LINCOLN, NE
Past

July 8, 2022 - March 31, 2026

R2 WEALTH MANAGEMENT PARTNERS

RIA
CRD#: 282055
LINCOLN, NE
Past

December 1, 2016 - July 7, 2022

ALPHASTAR CAPITAL MANAGEMENT

RIA
CRD#: 157423
Lincoln, NE
Past

June 28, 2012 - December 20, 2016

AMERITAS INVESTMENT COMPANY, LLC

RIA
CRD#: 14869
Lincoln, NE
Past

June 20, 2012 - December 20, 2016

AMERITAS INVESTMENT COMPANY, LLC

BD
CRD#: 14869
Lincoln, NE
Past

January 17, 2012 - June 14, 2012

ONEAMERICA SECURITIES, INC.

RIA
CRD#: 4173
CARMEL, IN
Past

January 5, 2012 - June 14, 2012

ONEAMERICA SECURITIES, INC.

BD
CRD#: 4173
CARMEL, IN
Past

June 18, 2009 - October 28, 2011

AMERITAS INVESTMENT COMPANY, LLC

BD
CRD#: 14869
LINCOLN, 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
(12/1/2025)
IAR
Texas
(12/2/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/13/2012
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 7/28/2009
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 12/20/2016
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 5/22/2013
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 6/16/2009
Investment Company Products/Variable Contracts Representative Examination

Current Firm

RW
R2 WEALTH MANAGEMENT PARTNERS
R2 CAPITAL STRATEGIES, LLC | R2 WEALTH MANAGEMENT PARTNERS

CRD#: 338490 / SEC#: 801-134643

RIA
Registered Investment Advisory firm - (12/1/2025 120-Day Approval)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
6940 O Street Suite 300, Lincoln, NE 68510
Mailing Address
Phone number
(402) 489-9375
Established
Firm type
Fiscal year end
# of Employees
4

SEC notice filing (11 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

R2 WEALTH MANAGEMENT PARTNERS ADV PART 2A FIRM BROCHURE (1/2/2026)
0

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.

Company Information

R2 WEALTH MANAGEMENT PARTNERS

CRD#: 338490Lincoln, NE 68510

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