Best Investors Account Sign in
Current Employers
Cambridge Investment Research Advisors, Inc.

1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2022-02-01
  • MN RA
    APPROVED
    Since 2022-02-01

Branch Locations

3601 Minnesota Dr. Ste. 860, Bloomington, MN 55435 • United States

Farmington, MN • United States

20731 Holyoke Ave. Ste. 207, Lakeville, MN 55044 • 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
Ai Ventures Apple Valley MN 05/2005 Present
Securities America, Inc Rosemount MN 02/2011 02/2022
Securities America Advisors Rosemount MN 02/2011 02/2022
Cambridge Investment Research, Inc. Fairfield IA 02/2022 Present
Cambridge Investment Research Advisors, Inc. Fairfield IA 02/2022 Present
  • 05/2005 → Present
    Ai Ventures
    Apple Valley, MN
  • 02/2011 → 02/2022
    Securities America, Inc
    Rosemount, MN
  • 02/2011 → 02/2022
    Securities America Advisors
    Rosemount, MN
  • 02/2022 → Present
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 02/2022 → Present
    Fairfield, IA
Previous Registrations
  • 2011-02-17 → 2022-02-01
    Securities America Advisors, Inc.
    Rosemount, MN
    Edina, MN
  • 2010-10-01 → 2011-02-11
    Qa3 Financial Llc
    Farmington, MN
  • 2009-05-27 → 2009-08-05
    Minneapolis, MN
Other Businesses

1) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, 02/2022, AS ADVISORY REP OF A RIA, INV REL, 80 HR/MO, 40 HR/MO TRADING 2) ROBERT W PETERSEN, 16471 Fallbrook Dr, Farmington MN 55024, 01/2023, Owner of a business entity, Real Estate, NIR, 1HR/MO, 0HR/MO TRADING 3) ROBERT W PETERSEN, 7760 France Ave S, Suite 1109, Edina MN 55435, 02/2022, Insurance Agent, Insurance/Benefits/Human Resources, INV REL, 16 HR/MO, 10 HR/MO TRADING. 4) J FINANCIAL LLC, 2112 Henderson Ct., Oklahoma City OK 73069, United States, 03/17/2023, Owner, Insurance/Benefits/Human Resources, NIR, 8 HR/MO - 0 HR/MO TRADING 5) ALPHA FINANCIAL SERVICES, 3601 Minnesota Drive, Suite 860, Bloomington MN 55435, 02/2022, INSURANCE AGENT, INSURANCE/BENEFITS/HUMAN RESOURCES, INV REL, 16 HR/MO, 10 HR/MO TRADING 6) ROBERT W PETERSEN, 17630 Juniper Path, Suite A, Lakeville MN 55044, 08/2026, Coach, Sport/Fitness/Gaming, NIR, 10 HR/MO, 3 HR/MO TRADING.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-05-19
S63 Uniform Securities Agent State Law Examination 2009-01-21
  • S66 Uniform Combined State Law Examination
    2009-05-19
  • S63 Uniform Securities Agent State Law Examination
    2009-01-21
Other Names
  • Bob Waldemar Petersen
  • Robert Peterson

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Bloomington, MN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor