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Stephen Joseph Peterson

Personal Financial Advice & Insights, LLC

Stevensville, MI

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Current Employers
Personal Financial Advice & Insights, Llc

Stevensville, MI • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2024-10-03
TX RA APPROVED_RES 2022-07-15
IN RA APPROVED 2018-03-28
  • MI RA
    APPROVED
    Since 2024-10-03
  • TX RA
    APPROVED_RES
    Since 2022-07-15
  • IN RA
    APPROVED
    Since 2018-03-28

Branch Locations

Stevensville, MI • 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
OrganizationCityStateFromTo
Personal Financial Advice & Insights, Llc Stevensville MI 05/2016 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-05-17
  • S65 Uniform Investment Adviser Law Examination
    2016-05-17
Other Names
  • Steve Peterson

View on SEC IAPD

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