Adam
Peterson
The Magnolia Group, LLC
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About this Advisor
Adam Peterson is a financial advisor based in Omaha, Nebraska, working with The Magnolia Group, LLC. Adam has previously held positions at Magnolia Capital, LLC, Nadel And Gussman, LLC, The Magnolia Group, LLC, The Aligned Group, LLC, Boston Omaha Corporation, and 24Th Street Asset Management, LLC. Adam has passed the Series 65 regulatory exam and is registered to provide services in Nebraska. Currently, Adam is part of The Magnolia Group, LLC, which operates out of Omaha, Nebraska. The firm has 2 employees and manages assets totaling $783.6 million. The services offered by the firm include portfolio management for pooled investment vehicles. The fee structure at The Magnolia Group, LLC includes asset-based and performance-based fees.
Certifications and Registrations
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The Magnolia Group, LLC Brokerage Details
$783,587,938
2
2
$391,793,969
Investment Advisory Services
- Portfolio management for pooled investment vehicles
Adam Peterson Work History
24Th Street Asset Management, LLC
Boston Omaha Corporation
The Magnolia Group, LLC
The Aligned Group, LLC
Magnolia Capital, LLC
Nadel And Gussman, LLC
Disclosures
Please visit the SEC profile of Adam 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 The Magnolia Group, LLC
Omaha, NE
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