Lance
Peterson
Wakefield Asset Management, Lllp
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About this Advisor
Lance Peterson is a financial advisor working out of Englewood, Colorado with 2 years of industry experience. Peterson currently works for Wakefield Asset Management, Lllp. The advisor has gained experience at Umb Distribution Services, LLC, Scout Distributors, LLC, Carillon Fund Distributors, Inc and Wakefield Asset Management, Lllp. Peterson holds Series 63 and Series 66 licenses, designating them as a securities broker, and can serve investors in Colorado. Wakefield Asset Management, Lllp is a business operating out of Englewood, CO. It has $313 million in assets under management between its 557 accounts, placing it among the mid-sized firms in the United States by assets under management. The firm provides financial advice to three charitable organizations. Of its 557 client accounts, 47% are associated with high-net-worth individuals who have more than $1 million in investable assets. The firm has a wide assortment of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fees usually depend on which services are provided. However, fee types charged by Wakefield Asset Management, Lllp likely include some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wakefield Asset Management, Lllp Brokerage Details
$312,557,936
11
557
$561,145
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Lance Peterson Work History
Lance has been registered as a financial advisor for 2 years.*
Wakefield Asset Management, Lllp
Carillon Fund Distributors, Inc
Umb Distribution Services, LLC
Scout Distributors, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Lance Peterson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Wakefield Asset Management, Lllp
Englewood, CO
Englewood, CO
Englewood, CO
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