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Alex Peterson

Strategic Advisers LLC

Minnetonka, MN

Howard Lake, MN

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-06-08
MN RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2026-06-08
  • MN RA
    APPROVED
    Since 2025-03-31

Branch Locations

11450 Wayzata Blvd, Minnetonka, MN 55305-2013 • United States

Howard Lake, MN • 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
Fidelity Invesmtnets Minnetonka MN 01/2023 Present
Bunzl Retail Services Maple Grove MN 06/2022 08/2022
Dura Supreme Cabinetry Howard Lake MN 06/2021 08/2021
Cokato Motor Sales Cokato MN 06/2019 08/2019
Cokato Motor Sales Cokato MN 06/2020 08/2020
Cokato Motor Sales Cokato MN 10/2018 06/2019
Litchfield Public Schools Litchfield MN 06/2018 08/2018
St. Cloud State University St. Cloud MN 08/2019 05/2020
St. Cloud State University St. Cloud MN 08/2020 05/2021
St. Cloud State University St. Cloud MN 08/2021 05/2022
St. Cloud State University St. Cloud MN 08/2022 12/2022
Dassel Cokato Public Schools Cokato MN 01/2012 06/2018
Fidelity Investments Boston MA 03/2025 Present
  • 01/2023 → Present
    Fidelity Invesmtnets
    Minnetonka, MN
  • 06/2022 → 08/2022
    Bunzl Retail Services
    Maple Grove, MN
  • 06/2021 → 08/2021
    Dura Supreme Cabinetry
    Howard Lake, MN
  • 06/2019 → 08/2019
    Cokato Motor Sales
    Cokato, MN
  • 06/2020 → 08/2020
    Cokato Motor Sales
    Cokato, MN
  • 10/2018 → 06/2019
    Cokato Motor Sales
    Cokato, MN
  • 06/2018 → 08/2018
    Litchfield Public Schools
    Litchfield, MN
  • 08/2019 → 05/2020
    St. Cloud State University
    St. Cloud, MN
  • 08/2020 → 05/2021
    St. Cloud State University
    St. Cloud, MN
  • 08/2021 → 05/2022
    St. Cloud State University
    St. Cloud, MN
  • 08/2022 → 12/2022
    St. Cloud State University
    St. Cloud, MN
  • 01/2012 → 06/2018
    Dassel Cokato Public Schools
    Cokato, MN
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-04-11 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Minnetonka, MN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-08-04
  • S66 Uniform Combined State Law Examination
    2023-08-04
Designations
Other Names
  • Alex Wendell Peterson
  • Alex Peterson

View on SEC IAPD

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CAPTRUST
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
ORGEL WEALTH MANAGEMENT, LLC
PINE RIVER CAPITAL MANAGEMENT L.P.
DGV SOLUTIONS LP

Other Investors

MATTHEW DAVID OSENDORF
JEANNINE LOUISE STRAND MARQUEZ
RACHAEL MICHELLE PERAZA
GRANT RONALD FJOSNE
Sean M McCullough
David Douglas Roderick
GINGER RAE EWING
MICAH CHARLES BENWAY

Other Offices

MERCED CAPITAL, L.P. · MINNETONKA, MN
AMERIPRISE FINANCIAL SERVICES, LLC · Minnetonka, MN
CRESSET ASSET MANAGEMENT, LLC · MINNETONKA, MN
CAPTRUST · Minnetonka, MN
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · MINNETONKA, MN
CRESSET ASSET MANAGEMENT, LLC · Minnetonka, MN
ORGEL WEALTH MANAGEMENT, LLC · Minnetonka, MN
ORGEL WEALTH MANAGEMENT, LLC · Minnetonka, MN

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