Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
SEC SEC Announces Fiscal Year 2027 Examination PrioritiesWSR The Rise Of The Fractional Family OfficeIN Private equity is knocking. Who should be in your corner?IN Freehold Wealth Management brings $576M to Osaic in multigenerational moveIN Sanctuary Wealth adds elder care platform to advisor toolkitIN Beyond tax loss harvesting: why long-short strategies demand a harder lookIN Investors still want advisors, even as AI expands investment choicesIN AI poses moderate disruption risk to wealth managers and retail banks, Fitch saysAH Market Brief: American Express Profit Jumps 28% as Affluent Consumers Keep SpendingCW Podcast: Schwab takes its cut, Beacon Pointe powers up

Adviser and broker representative · Affiance Financial LLC

Rebekah P. Peterson

CRD 6467182 · St. Louis Park, MN

At a glance

Rebekah P. Peterson is an investment adviser representative with Affiance Financial LLC in St. Louis Park, MN, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Rebekah’s SEC record dates to 2017, about 9 years ago. Rebekah is also registered as a broker representative.

Current advisory firm

SEC adviser record

Registered since
2017 (9 years)
Designations
None on file
Exams
Series 63, Series 66
Registered in
1 state
Also a broker representative
Yes
Disclosures on record
None

AtlasMembers

Rebekah’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website
Locked
Previous firms, with start and end dates
2 firmsLocked
Employment history
Locked
States they’re registered in
Locked
Outside business activities
Locked
When they joined their current firm, and their firm’s growth
Locked
Open Atlas free

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

Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.

More at Affiance Financial LLC

Every advisor at Affiance Financial LLC →Affiance Financial LLC: assets, clients and custodians →Financial advisors in St. Louis Park, MN →Every Affiance Financial LLC advisor in St. Louis Park →Advisor Moves: who changed firms this week →