Philip John Petersen

Current Employers

Employment History

• 12/2007 → 10/2016
  Jackson National Life Distributors Llc
  Denver, CO
• 10/2016 → 02/2021
  Allianz Life Insurance Company Of North America
  Minneapolis, MN
• 10/2016 → 04/2021
  Allianz Life Financial Services Llc
  Minneapolis, MN
• 07/2021 → 01/2024
  Woodbury Financial Services Inc
  Roswell, GA
• 01/2024 → 06/2024
  Osaic Wealth, Inc.
  Alpharetta, GA
• 06/2024 → Present
  Lpl Financial Llc
  Alpharetta, GA
• 07/2024 → Present
  Mpwm Advisory Solutions, Llc
  Alpharetta, GA

Previous Registrations

• 2024-01-19 → 2024-07-02
  Osaic Wealth, Inc.
  Alpharetta, GA
  Roswell, GA
• 2021-07-19 → 2024-01-19
  Woodbury Financial Services, Inc.
  Roswell, GA
  Atlanta, GA
  Roswell, GA
  Alpharetta, GA
• 2013-03-07 → 2016-03-29
  Curian Capital, Llc
  Denver, CO
  Denver, CO

Other Businesses

1. 06/25/2024- MAYER PRIVATE WEALTH MANAGEMENT- DBA for LPL Business (entity for LPL business)- Inv Rel- At Reported Business Location (s) 2. 06/25/2024 - Philip Petersen - Non-Variable Insurance - Inv Rel - At Reported Business Location - Start: 06/2024 - 10 Hr/Mth 3. 07/02/2024 - MAYER PRIVATE WEALTH MANAGEMENT - Registered Investment Advisor DBA - IAR - Investment Related - At Reported Business Location(s) - Start Date 06/28/2024 - 160 Hours Per Month/ 8 Hours During Trading 4. 07/02/2024 - MPWM ADVISORY SOLUTIONS, LLC - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 07/01/2024 - 15 Hours Per Month/ 9-4 Hours During Trading - I provide investment advisory services through MPWM Advisory Solutions LLC, an independent investment advisor firm. I started this business activity in 7/2024. I expect to spend approximately 15 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.

Exams

• S66 Uniform Combined State Law Examination
  2021-07-13
• S63 Uniform Securities Agent State Law Examination
  1995-09-07

Other Names

• Phil Peterson