Benjamin M Petersen

Current Employers

Employment History

• 06/2013 → 09/2017
  Morgan Stanley
  Bend, OR
• 01/2015 → 09/2017
  Morgan Stanley Private Bank, National Association
  New York, NY
• 09/2017 → 11/2023
  Fsc Securities Corp
  Atlanta, GA
• 11/2023 → 06/2026
  Osaic Wealth, Inc.
  Bend, OR
• 09/2025 → Present
  Petersen Wealth Management
  Bend, OR
• 06/2026 → Present
  Cetera Advisors Llc
  St Cloud, MN
• 06/2026 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2023-11-03 → 2026-06-18
  Osaic Wealth, Inc.
  Bend, OR
• 2017-09-15 → 2023-11-03
  Fsc Securities Corporation
  Bend, OR
• 2013-10-28 → 2017-09-18
  Morgan Stanley
  Bend, OR

Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 09/2004 APX NUMBER OF HOURS PER WEEK: 2 APX NUMBER OF HOURS DURING TRADING HOURS: 2 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS FIXED INSURANCE PRODUCTS 2. NAME OF OTHER BUSINESS: PETERSEN WEALTH MANAGEMENT INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 09/2025 POSITION/TITLE/RELATIONSHIP: PRESIDENT APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 30 BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL SERVICES 3. NAME OF OTHER BUSINESS: AUTHOR INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: AUTHOR START DATE: 01/2021 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 0 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: ONLINE SALES OF EBOOK

Exams

• S66 Uniform Combined State Law Examination
  2013-10-26

Other Names

• Ben Petersen