Kendra Nicole Peterson

Current Employers

Employment History

• 08/2016 → 01/2019
  Pruco Securities, Llc
  St. Louis Park, MN
• 11/2014 → 09/2017
  Menards
  Mankato, MN
• 01/2017 → 01/2019
  The Prudential Insurance Company Of America
  St. Louis Park, MN
• 02/2019 → 09/2025
  Avantax Investment Services, Inc.
  Willmar, MN
• 02/2019 → 09/2025
  Avantax Insurance Agency, Llc
  Willmar, MN
• 01/2019 → 11/2022
  Maccray Public Schools
  Clara City, MN
• 01/2019 → 02/2023
  Taatjes Financial Group
  Willmar, MN
• 03/2022 → 09/2025
  Avantax Advisory Services
  Willmar, MN
• 02/2023 → Present
  Taatjes Financial Group
  Willmar, MN
• 06/2025 → Present
  Stewards Planning Group
  Willmar, MN
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Willmar, MN
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2022-03-14 → 2025-09-05
  Avantax Advisory Services
  Willmar, MN

Other Businesses

1) Maccray Community Ed & Rec 711 Wolverine Drive Clara City MN 56222 Other~7/31/2019~1hrs~0hrs~My duties as an advisory council member will be to provide guidance for programming and to be an ambassador for the program in the community. 2) 2180 Foundation 711 Wolverine Drive Clara City MN 56222 Board Position/Board Member/President 07/01/2019 ~2hrs~0hrs~I will be an advocate for the 2180 foundation. I will also be on the board and will present ideas and help raise funds for the MACCRAY school district. ADDR: 711 Wolverine Drive, Clara City MN 56222, United States DESC: I will be an advocate for the 2180 foundation. I will also be on the board and will present ideas and help raise funds for the MACCRAY school district. I am now the President of the foundation. My additional responsibilities will be organizing and leading the meetings. 3) TAATJES FINANCIAL GROUP POS: Client Services Assistant NATURE: I am a Client Services Assistant at Taatjes Financial Group, which is the financial firm affiliated with Avantax Wealth Management. INV RELATED: Yes NUMBER OF HRS: 160 SEC TRDNG HRS: 130 START DATE: 01/14/2019 ADDR: 1104 19th Ave SW, Willmar MN 56201, United States DESC: I assist an advisor daily, with some of my responsibilities as follows: prepping meetings, completing meeting follow up, answering client questions, etc. 4) HAWK CREEK COUNTRY CLUB POS: Board Member NATURE: I am a board member for Hawk Creek Country Club which is a golf course located in Raymond, MN. I serve as the Secretary for the Board. INV RELATED: No NUMBER OF HRS: 3 SEC TRDNG HRS: 0 START DATE: 01/25/2021 ADDR: 100 Spicer Ave N, Raymond MN 56282, United States DESC: My duties consist of marketing, reviewing financials, and making decisions to improve the course. I serve as the Secretary for the course, so I type up all the minutes for each meeting. 5) WILLMAR AREA WOMEN'S FUND POS: Board Member NATURE: The Willmar Area Women's Fund is an organization that raises funds to provide grants for women and children who have experienced trauma. The Willmar Area Women's Fund is a part of the Willmar Area Community Foundation. INV RELATED: No NUMBER OF HRS: 2 SEC TRDNG HRS: 2 START DATE: 07/09/2024 ADDR: 1601 Hwy 12 E, Suite 9, Willmar MN 56201, United States DESC: I am a board member for this organization. I will help raise funds, market the organization, and grant out funds. I will also participate in the monthly board meetings which will discuss grants, event planning, and other board responsibilities. 6) Alzheimer's Association; Committee Member; I volunteer on the Walk to End Alzheimer's committee for West Central MN, which is an event the Alzheimer's Association holds. I meet once a month with others on the committee and we discuss the walk, and plan for it. I will seek out donations for the walk if allowed.; NIR; 0; 02/21/2019; 600 25th Ave S Saint Cloud MN 56301; I meet with the committee once a month where we plan for the walk to end Alzheimer's. I propose ideas to improve the success of the walk. I would hope to seek donations for the walk in the future. 7) STEWARDS PLANNING GROUP POS: Financial Advisor NATURE: This is a financial advisory firm. Our firm name is changing from Taatjes Financial Group to Stewards Planning Group. The activity will remain the same. INV RELATED: Yes NUMBER OF HRS: 160 SEC TRDNG HRS: 130 START DATE: 06/01/2025 ADDR: 1104 19th Ave SW, Willmar MN 56201, United States DESC: My responsibilities will be providing financial advice to our clients and prospects. I will also continue to do administrative duties relating to the clients as well.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-03-11
• S63 Uniform Securities Agent State Law Examination
  2016-12-22

Other Names

• Kendra Nicole Kienholz
• Kendra N Peterson