Andrew C. Peterson

R2 WEALTH MANAGEMENT PARTNERS

Lincoln, NE 68510

Some features on this profile are disabled

CRD#: 5664080

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 4 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.

1) Run Pure Sports - Owner. Run Pure Sports is a sports media & content-based company. I own 25% of the company which accounts for roughly 60-70% of my annual income. The time spent will not impact my management duties.

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

July 8, 2022 - Present

R2 WEALTH MANAGEMENT PARTNERS

Office #1: 8101 O Street Suite 301, Lincoln, NE 68510

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

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.

CRD#: 4173

CARMEL, IN

Past

June 18, 2009 - October 28, 2011

AMERITAS INVESTMENT COMPANY, LLC

CRD#: 14869

LINCOLN, NE

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".

R2 WEALTH MANAGEMENT PARTNERS

PARADIGM WEALTH MANAGEMENT, LLC | R2 WEALTH MANAGEMENT PARTNERS | PARADIGM WEALTH, LLC

CRD#: 282055 / SEC#: 801-114893

RIA

Registered Investment Advisory firm - (3/27/2019 Approved)

Illinois

Registered Investment Advisory firm - (3/27/2019 Terminated)

Iowa

Registered Investment Advisory firm - (4/23/2019 Terminated)

Nebraska

Registered Investment Advisory firm - (4/23/2019 Terminated)

Texas

Registered Investment Advisory firm - (4/23/2019 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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
(7/8/2022)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/13/2012

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/28/2009

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 12/20/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/22/2013

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 6/16/2009

Investment Company Products/Variable Contracts Representative Examination

Current Firm

R2 WEALTH MANAGEMENT PARTNERS

PARADIGM WEALTH MANAGEMENT, LLC | R2 WEALTH MANAGEMENT PARTNERS | PARADIGM WEALTH, LLC

CRD#: 282055 / SEC#: 801-114893

RIA

Registered Investment Advisory firm - (3/27/2019 Approved)

Illinois

Registered Investment Advisory firm - (3/27/2019 Terminated)

Iowa

Registered Investment Advisory firm - (4/23/2019 Terminated)

Nebraska

Registered Investment Advisory firm - (4/23/2019 Terminated)

Texas

Registered Investment Advisory firm - (4/23/2019 Terminated)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

8101 O Street Suite 301, Lincoln, NE 68510

Mailing Address

Phone number

(402) 489-9375

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PARADIGM WEALTH MANAGEMENT, LLC ADV PART 2A DISCLOSURE BROCHURE (9/8/2025)

Regulatory assets under management

Total Number of Accounts	715
AUM (Assets Under Management)	$ 386,182,129

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.

Similar Advisors

Dena Wilhoit

STATE FARM INVESTMENT MANAGEMENT CORP.

IAR

GRAYSON, KY

Blake Flanders

MOMENTUM WEALTH PLANNING

IAR

ESTERO, FL

Casey Mack

THE SUM

IAR

The Woodlands, TX

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Andrew C. Peterson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Carroll Peterson's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALPHASTAR CAPITAL MANAGEMENT

AMERITAS INVESTMENT COMPANY, LLC

AMERITAS INVESTMENT COMPANY, LLC

ONEAMERICA SECURITIES, INC.

ONEAMERICA SECURITIES, INC.

AMERITAS INVESTMENT COMPANY, LLC

Primary Firm SEC Registration

R2 WEALTH MANAGEMENT PARTNERS

State Registrations and Notice Filings

Exams

Series 65

Date: 1/13/2012

Series 63

Date: 7/28/2009

SIE

Date: 12/20/2016

Series 7

Date: 5/22/2013

Series 6

Date: 6/16/2009

Current Firm

R2 WEALTH MANAGEMENT PARTNERS

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

R2 WEALTH MANAGEMENT PARTNERS

TRUST BUT VERIFY

Similar Advisors