Michael James Peterson

Current Employers

Employment History

• 06/2015 → 10/2016
  Axiom Logistics
  Lolo, MT
• 10/2016 → 06/2018
  International Rescue Committee
  Glendale, AZ
• 07/2018 → 08/2018
  Homemaking
  Glendale, AZ
• 08/2018 → 04/2023
  Bankers Life And Casualty, Inc
  Peoria, AZ
• 08/2019 → 04/2023
  Bankers Life Securities, Inc
  Peoria, AZ
• 10/2019 → 04/2023
  Bankers Life Advisory Services, Inc
  Peoria, AZ
• 05/2023 → 07/2026
  Impact Wealth Management Llc
  Sioux Falls, SD
• 04/2023 → Present
  Key Retirement Solutions
  Peoria, AZ
• 07/2026 → Present
  Integrity Alliance, Llc
  Scottsdale, AZ

Previous Registrations

• 2023-07-25 → 2026-07-06
  Impact Wealth Management
  Sioux Falls, SD
  Peoria, AZ
• 2019-11-13 → 2023-04-25
  Bankers Life Advisory Services, Inc.
  Peoria, AZ
  Chicago, IL
• 2006-06-23 → 2007-11-27
  Osaic Services, Inc.
  Sioux Falls, SD
  Huron, SD
• 2004-12-16 → 2006-01-25
  Wells Fargo Investments, Llc
  Sioux Falls, SD

Other Businesses

1) KEY RETIREMENT SOLUTIONS POSITION: Employee NATURE: I am an insurance broker. I assist clients in choosing their Medicare Supplement or Medicare Advantage plans. I also help with other insurance such as life insurance and fixed indexed annuities. INVESTMENT RELATED: No NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 80 START DATE: 03/26/2023 ADDRESS: 14050 N 83rd Ave, Suite 245, Peoria AZ 85381, United States DESCRIPTION: I reply to client communications, research seminar locations, send invitations for seminars, call prospects and referrals, check in on current clients, mail letters, review insurance plans, and meet with prospects to sign them up for various insurance plans. 2) Rio Verde Horsemen's Association; Not investment Related; 28150 North Alma School Parkway 103/112, Scottsdale, AZ 85262; Treasurer on the board of directors, Treasurer, board member; 04/01/2025; 3 hours per month; 0 hours during security hours; responsible to pay any outstanding bills, reconcile bank account monthly, and provide financial reports. 3) Impact Wealth Partners; Investment Related; 15443 E Palo Brea Ln, Scottsdale, AZ 85262; Tradename for Retirement Priorities LLC; Owner; 05/18/2026; 160 hours per month; 50 hours during security hours; I field calls, manage emails, work on marketing, open accounts, trade funds, manage portfolios, research funds, talk with wholesalers, and any other needs that arise.

Exams

• S66 Uniform Combined State Law Examination
  2019-10-30

Designations

Other Names

• Michael James Peterson
• Michael Peterson
• Mike Peterson