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Director of Supervision · Wealthplan Partners

David D Peterson

CRD 3100799 · Named on Form ADV at one SEC-registered adviser

At a glance

Wealthplan Partners, an SEC-registered wealth manager based in Omaha, NE with $1.1 billion in regulatory assets, lists David D Peterson on its Form ADV as Director of Supervision.

Firms and roles

  • Wealthplan PartnersDirector of SupervisionWealth manager · Omaha, NE · $1.1B in regulatory assets

AtlasMembers

David’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For David’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.