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Mark N Petersen

Midwest Value Planning

Omaha, NE

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Current Employers
Midwest Value Planning

Omaha, NE • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APP_PEND_IARCE 2026-01-01
  • NE RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

Omaha, NE • 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
Carson Wealth Management Group Omaha NE 01/2010 Present
  • 01/2010 → Present
    Carson Wealth Management Group
    Omaha, NE
Previous Registrations
  • 2011-12-08 → 2024-09-03
    Cwm, Llc
    Omaha, NE
    Omaha, NE
  • 1992-03-25 → 2005-04-29
    Adept Investment Management Corporation
    Omaha, NE
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1992-03-20
  • S63 Uniform Securities Agent State Law Examination
    1992-03-20
Designations
Other Names
  • Mark N. Petersen

View on SEC IAPD

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