Lucas
Peterson
Brokers International Financial Services, LLC
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About this Advisor
Lucas Peterson is a financial advisor based in Altoona, Iowa, working with Brokers International Financial Services, LLC. Lucas has previously held positions at Reserve National Insurance Company, Luke Peterson Insurance, and Brokers International Financial Services. Lucas has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Iowa. Currently, Lucas is part of Brokers International Financial Services, LLC, which operates out of Altoona, Iowa. The firm has 132 offices and 260 employees. The firm manages assets totaling $2.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Brokers International Financial Services, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Brokers International Financial Services, LLC Brokerage Details
$2,000,456,128
260
11,566
$172,960
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Lucas Peterson Work History
Brokers International Financial Services
Luke Peterson Insurance
Reserve National Insurance Company
Disclosures
Please visit the SEC profile of Lucas Peterson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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