Brian Keith Peterson

Employer firm

Endurance Financial Group CRD 310307

$18.1M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)

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

Current Employers

Endurance Financial Group

3475 Willow Lake Boulevard Suite 400, St. Paul, MN 55110 • United States

Current Registrations

Authority	Category	Status	Date
WI	RA	APPROVED	2023-03-14
TX	RA	APPROVED_RES	2021-02-10
MN	RA	APPROVED	2021-02-03

WI RA
APPROVED

Since 2023-03-14
TX RA
APPROVED_RES

Since 2021-02-10
MN RA
APPROVED

Since 2021-02-03

Branch Locations

3475 Willow Lake Boulevard Suite 400, St. Paul, MN 55110 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

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

Employment History

Organization	City	State	From	To
Sagepoint Financial, Inc.	Lakeville	MN	07/2014	12/2020
Endurance Financial Group, L.L.C.	St. Paul	MN	07/2020	Present

07/2014 → 12/2020

Sagepoint Financial, Inc.

Lakeville, MN
07/2020 → Present

Endurance Financial Group, L.L.C.

St. Paul, MN

Previous Registrations

2014-08-06 → 2020-12-31

Osaic Services, Inc.

White Bear Lake, MN

Lakeville, MN

Forest Lake, MN

Scottsdale, AZ

Estero, FL

White Bear Lake, MN
2012-07-09 → 2014-08-04

Lpl Financial Llc

Lakeville, MN

Lakeville, MN
2010-08-13 → 2012-07-13

Osaic Services, Inc.

Forest Lake, MN

Lakeville, MN
2009-02-26 → 2010-08-11

Ameriprise Financial Services, Llc

Lake Elmo, MN

Other Businesses

Name of other business: N/A (sole proprietor). Investment-related: No. Address of other business: 3475 Willow Lake Boulevard, Suite 400, St. Paul, Minnesota 55110. Nature of other business: authors educational materials related to financial planning. Position/Title: Author and content creator. Start date: April 2026. Approximate hours/month devoted: 10-20. Hours during securities trading hours: 0-5. Duties: authors educational materials related to financial planning. Name of other business: N/A (sole proprietor). Investment-related: No. Address of other business: 3475 Willow Lake Boulevard, Suite 400, St. Paul, Minnesota 55110. Nature of other business: participates in educational speaking engagements, workshops, or presentations related to financial planning topics. Position/Title: Speaker. Start date: April 2026. Approximate hours/month devoted: 10-20. Hours during securities trading hours: 0-5. Duties: participates in educational speaking engagements, workshops, or presentations related to financial planning topics.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2008-11-13

S66 Uniform Combined State Law Examination

2008-11-13

Designations

Certified Financial Planner

View on SEC IAPD