Calvin David Peterson

Employer firm

Mbe Wealth Management, LLC CRD 165516

$977M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2024 → Present
  Mbe Wealth Management, Llc
  Baraboo, WI
• 08/2020 → 05/2024
  University Of Wisconsin-Madison
  Madison, WI
• 05/2021 → 09/2024
  Fairfield Hills Golf Course & Range
  Baraboo, WI
• 08/2019 → 08/2020
  Williams Lawn Care Llc
  Baraboo, WI
• 06/2016 → 04/2021
  Fairfield Hills Golf Course & Range
  Baraboo, WI
• 06/2016 → 09/2020
  Fox Hill Rv Park & Campground
  Baraboo, WI
• 10/2014 → 08/2020
  Full-Time Student
  Baraboo, WI

Other Businesses

1) LICENSED INSURANCE AGENT; INVESTMENT RELATED; 200 W WARREN ST, TOMAH, WI 54660; INSURANCE SALES; INSURANCE AGENT; 7/2025; IMPLEMENTATION OF INSURANCE RECOMMENDATIONS

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-02-06