BP
CFP
BP
CFP

Brady Kenneth Petersen

15 Years of Experience
Broker
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningInsurance PlanningBusiness OwnersMedical Professionals
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
66 advisors
Number of Clients
4,640 clients
Average Client Portfolio
$869K average
Assets Under Management
$4.0B

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K1.75%
$250K - $500K1.50%
$500K - $750K1.25%
$750K - $1.0M1.00%
$1.0M - $2.0M0.90%
$2.0M - $3.0M0.80%
$3.0M - $5.0M0.70%
$5M+0.70%

Fees negotiable for assets over $5,000,001.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$600
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Location

100 N Broadway, Suite 1700, Saint Louis, MO, 63102

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Larson Financial Group, LLC
September 2011 - Present · 14 yrs 5 mos
Larson Financial Securities, LLC
September 2011 - Present · 14 yrs 5 mos
Larson Financial Securities, LLCBroker
September 2011 - Present · 14 yrs 5 mos
Previous Registrations
First Trust Advisors LP
August 2010 - September 2011 · 1 yr 1 mo
First Trust Portfolios L.P.Broker
March 2010 - September 2011 · 1 yr 6 mos
State Registrations28 states
AZCACTDEFLILINKYLAMDMEMIMNMONCNJNYOHOKORPASCTXVAVTWAWIWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Brady Kenneth Petersen - Financial Advisor | TrueAdvisor