Matthew A. Peterson

Current Employers

Strategic Wealth Group

7820 Terrey Pine Ct, #200, Eden Prairie, MN 55347 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2020-12-16
MN	RA	APPROVED	2017-05-08

TX RA
APPROVED_RES

Since 2020-12-16
MN RA
APPROVED

Since 2017-05-08

Branch Locations

2 Carlson Pkwy Suite 155, Plymouth, MN 55447 • United States

7820 Terrey Pine Ct, #200, Eden Prairie, MN 55347 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Lpl Financial, Llc	Plymouth	MN	10/2014	Present
Great Valley Advisor Group, Inc.	Plymouth	MN	11/2014	04/2017
Strategic Wealth Group Registered Investment Advisors, Llc	Plymouth	MN	05/2017	Present
Matthew A. Peterson, Sole Proprietor	Plymouth	MN	06/2002	Present
Salt Property & Casualty, Llc	Minneapolis	MN	04/2015	12/2016

10/2014 → Present

Lpl Financial, Llc

Plymouth, MN
11/2014 → 04/2017

Great Valley Advisor Group, Inc.

Plymouth, MN
05/2017 → Present

Strategic Wealth Group Registered Investment Advisors, Llc

Plymouth, MN
06/2002 → Present

Matthew A. Peterson, Sole Proprietor

Plymouth, MN
04/2015 → 12/2016

Salt Property & Casualty, Llc

Minneapolis, MN

Previous Registrations

2014-11-13 → 2017-05-01

Great Valley Advisor Group, Llc

Plymouth, MN

Berwyn, PA
2014-01-29 → 2014-11-17

New England Securities

Minneapolis, MN

Cameron, WI

Grantsburg, WI

Siren, WI

Minneapolis, MN

Other Businesses

1) 11/3/2014: STONE CREEK FINANCIAL LLC - Investment Related - At Reported Business Location(s) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS). 2) 11/3/2014: American Financial Marketing - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Time Spent 2% - Fixed life. 3) 7/11/2016: Core Income - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Insurance Representative - Started 06/01/2016 - 15 Hours Per Month During Securities Trading - Fixed life, disability, and group benefits insurance. 4) 5/15/2017: Salt Financial Group - Investment Related - At Report Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 05/01/2017 - 160 Hours Per Month/150 Hours During Securities Trading. 5) 5/15/2017: Salt Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 05/01/2017 - 160 Hours Per Month/140 Hours During Securities Trading. 6) 10/10/2017 - Strategic Wealth Group Registered Investment Advisors, LLC - DBA: (Hybrid) Strategic Wealth Group RIA, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 05/01/2017 - 100 Hours Per Month During Securities Trading - Time Spent 63% - I provide investment advisory services thru Strategic Wealth Group Registered Investment Advisors, LLC , an independent investment advisor firm. I started this business activity in May 2017. I expect to spend approximately 100 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 7) 10/10/2017 - Strategic Wealth Group Registered Investment Advisors, LLC - DBA: (Hybrid) StoneCreek Financial - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 05/01/2017 - 100 Hours Per Month During Securities Trading - I provide investment advisory services thru Strategic Wealth Group Registered Investment Advisors, LLC, an independent investment advisor firm. I started this business activity in May 2017. I expect to spend approximately 100 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.