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Kirk Thomas Peterson

Osaic Wealth, Inc.

Ainsworth, NE

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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2024-01-19
  • NE RA
    APPROVED
    Since 2024-01-19

Branch Locations

118 E 2Nd Street, Ainsworth, NE 69210 • 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
A&M Ag Partners Axtell NE 09/2014 12/2018
Modern Woodmen Of America Rock Island IL 12/2015 12/2018
Mwa Financial Services Inc Rock Island IL 01/2016 12/2018
Woodbury Financial Services Inc Minden NE 12/2018 01/2024
Osaic Wealth, Inc. Ainsworth NE 01/2024 Present
  • 09/2014 → 12/2018
    A&M Ag Partners
    Axtell, NE
  • 12/2015 → 12/2018
    Modern Woodmen Of America
    Rock Island, IL
  • 01/2016 → 12/2018
    Mwa Financial Services Inc
    Rock Island, IL
  • 12/2018 → 01/2024
    Woodbury Financial Services Inc
    Minden, NE
  • 01/2024 → Present
    Ainsworth, NE
Previous Registrations
  • 2022-04-14 → 2024-01-19
    Woodbury Financial Services, Inc.
    Minden, NE
    Mckinney, TX
    Ainsworth, NE
Other Businesses

1) SELLE FINANCIAL POSITION: Sales Vice President NATURE: S Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 100 START DATE: 11/01/2018 ADDRESS: 1035 W Huron St, #402, Chicago IL 60642, United States DESCRIPTION: Vice president of sale for insurance for Selle Financial BGA 2) PAPG LLC DBA PETERSON ASSET PROTECTION GROUP POSITION: MEMBER NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 05/19/2022 ADDRESS: 118 E 2ND ST; PO BOX 211, AINSWORTH NE 69210, United States DESCRIPTION: Joint operation entity/DBA with business partner to share expenses for serviceswe jointly utilize for marketing activities of securities through WFS and insurance business. Entity has two members which are my S-Corporation, Peterson Asset Protection Group Inc. and my partners (Vance Heyer, fellow Woodbury Rep) S-Corporation Oso Toro Inc. 3) PETERSON ASSET PROTECTION GROUP INC. POSITION: Owner/President NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 06/01/2016 ADDRESS: 118 E 2ND ST; PO BOX 211, AINSWORTH NE 69210, United States DESCRIPTION: Sell and service of traditional insurance products and market securities offered through woodbury financial. 4) AINSWORTH PARTY VESSEL LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/22/2022 ADDRESS: 1002 E Zero st, Ainsworth NE 69210, United States DESCRIPTION: I own a small party bus that gets rented out for celebrations. 5) BROWN COUNTY HOSPITAL POSITION: Hospital Board Member NATURE: 501C INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2023 ADDRESS: 945 E zero st, Ainsworth NE 69210, United States DESCRIPTION: I serve on a voluntary five-person board responsible for monitoring and maintaining the hospital's fiscal schedule in accordance with the hospital bylaws 6) LB840 POSITION: Board member NATURE: Unknown INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2023 ADDRESS: 604 E 4th st, Ainsworth NE 69210, United States DESCRIPTION: I serve on a voluntary board to review and qualify applications in accordance with Legislative Bill 840. Approved applications are then finalized or denied by the city council members.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-03-31
S63 Uniform Securities Agent State Law Examination 2012-01-17
  • S65 Uniform Investment Adviser Law Examination
    2022-03-31
  • S63 Uniform Securities Agent State Law Examination
    2012-01-17

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