Laura Peterson (CRD# 4459805) is an Investment Advisor Representative working at Johnson Financial Group LLC in Denver, CO and has over 21 years of experience in the finance industry.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
CRD# 6818104
Winding Trail Financial Planning, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Jfg Wealth Management, LLC | Denver, CO | Dec 2018 - Current | 5 |
Johnson Financial Group LLC | Denver, CO | Dec 2018 - Current | 5 |
None | Englewood, CO | May 2018 - Dec 2018 | < 1 |
U.s. Bancorp Investments, Inc. | Denver, CO | Aug 2014 - May 2018 | 3 |
Citigroup Global Markets Inc. | Denver, CO | May 2007 - Jul 2014 | 7 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Oct 2002 |
S65 | NASAA Investment Advisors Law Examination | Sep 2006 |
- CO
-
Total Assets Under Management2,476MILLIONS
-
Total Number of Accounts788ACCOUNTS
-
Average Account Value$3,142,376
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
CO, DC, KS, MD, NE, NY, OK, TX, VA
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