Michael Thomas Petersen

Current Employers

Employment History

• 09/2010 → 01/2024
  Allianz Life - The Annuity Store
  Minneapolis, MN
• 02/2011 → 04/2019
  Questar Capital Corporation
  Minneapolis, MN
• 11/2018 → 04/2019
  Questar Asset Management
  Minneapolis, MN
• 04/2019 → 01/2024
  Woodbury Financial Services Inc
  El Dorado Hills, CA
• 01/2024 → 01/2026
  Osaic Wealth
  El Dorado Hills, CA
• 05/2019 → Present
  Vdm Wealth
  El Dorado Hills, CA
• 01/2026 → Present
  Howard Insurance
  Chevy Chase, MD
• 01/2026 → Present
  Simplicity Investments
  Summit, NJ

Previous Registrations

• 2024-01-19 → 2026-01-16
  Osaic Wealth, Inc.
  El Dorado Hills, CA
• 2019-04-26 → 2024-01-19
  Woodbury Financial Services, Inc.
  El Dorado Hills, CA
  Torrance, CA
  El Dorado Hills, CA
• 2018-11-08 → 2019-05-02
  Questar Asset Management, Inc.
  El Dorado Hills, CA
  Minneapolis, MN
• 2003-02-03 → 2003-12-19
  Ifmg Securities, Inc.
  Modesto, CA
• 2001-11-08 → 2002-08-19
  U.S. Bancorp Advisors, Llc
  Sacramento, CA

Other Businesses

1.) VDM WEALTH - 5/23/19 - 1434 Terracina Drive, El Dorado Hills, CA 95762 - Sole Proprietor/Founder, Sell fixed insurance products to clients, Invt Rel, Insurance business, 40 hrs/mo; 40 hrs/mo (during trading hours). 2.) HOWARD INSURANCE - 1/5/26 - 6900 Wisconsin Avenue, 5th Floor, Chevy Chase, MD 20815 - Vice President, Life - Facilitate the sales of life insurance products for Howard Insurance, Invt Rel, Insurance business, 160 hrs/mo; 160 hrs/mo (during trading hours). 3.) TLG ADVISORS - 1/12/26 - 475 Springfield Avenue, Summit, NJ 07901 - IAR, Invt Rel, RA business, 10 hrs/mo; 10 hrs/mo (during trading hours).

Exams

• S63 Uniform Securities Agent State Law Examination
  2019-10-14
• S65 Uniform Investment Adviser Law Examination
  2018-10-24

Designations

Other Names

• Michael T Petersen
• Michael Thomas Petersen
• Michael Petersen