David Peterson Email & Phone Number
OSJ and Director of Supervision @ WealthPlan Partners
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
David Peterson Location
- Omaha, NE, US
David Peterson Work
- OSJ and Director of Supervision @ (July 2026 - Present)
- Chief Compliance Officer and OSJ @ (September 2023 - Present)
David Peterson Education
- University of Wisconsin - Madison
Bachelor Of Arts (International Relations)
1989-1994
David Peterson Skills
- Investment Advisory Services
- Policies & Procedures
- Financial Advisory
- Investments
- Securities
- Series 7
- Equities
- Risk Management
- Options
- Trading
- Fixed Income
- Series 63
- FINRA
- Financial Analysis
- Mutual Funds
- Banking
- Customer Relations
- Insurance
- Economics
- Trading Systems
- Research
- Strategic Planning
- Excel
- Microsoft Office
- Series 24
- series 53
- series 4
- Bonds
- Stocks
- Alternative Investments
- Electronic Trading
- Financial Markets
- Fixed Income Trading
- Operations Management
- Retirement
- Uniform Combined State Law
- Asset Allocation
- series 99
- Teamwork
- Communication
- Mindfulness
- Social Inclusion
- Talent Management
- Diversity & Inclusion
- Employee Engagement
- Employee Relations
- Multi-Cultural Team Leadership
- Cultural Sensitivity
- Cultural Awareness
- Artificial Intelligence (AI)
- Board of Directors
- Compliance Management
- Compliance Testing
- Generative AI
- Large Language Models (LLM)
- Leadership
- Machine Learning
- Regulatory Affairs
- Regulatory Compliance
- Volunteer Management
- supervision
David Peterson Summary
- David Peterson, based in Omaha, NE, US, is currently a OSJ and Director of Supervision at WealthPlan Partners. David Peterson brings experience from previous roles at WealthPlan Partners. David Peterson holds a 1989 - 1994 Bachelor Of Arts in International Relations @ University of Wisconsin - Madison. With a robust skill set that includes Investment Advisory Services, Policies & Procedures, Financial Advisory, Investments, Securities and more. David Peterson has 2 emails and 2 mobile phone numbers on RocketReach.
Looking for a different David Peterson?
Find contact details for 700 million professionals.
Others Named David Peterson
David Peterson
Chief Marketing Officer
Franklin, TN, US
David Peterson
President and CEO at ERMCO Inc.
Indianapolis, IN, US
David Peterson
CEO
Traverse City, MI, US
David Peterson
COO
Las Vegas, NV, US
David Peterson
Chief Executive Officer
Boca Raton, FL, US
Top WealthPlan Partners Employees
Jeremy Armagost
Certified Financial Planner™
Kearney, NE, US
David Peterson
OSJ and Director of Supervision
Omaha, NE, US
Rich Holle
Founding Partner
New York, NY, US
Jenny Feltz
Financial Assistant
Omaha, NE, US
Michael Presti
Senior Wealth Advisor
Morristown, NJ, US
Wpg Peptalk
Retirement Plan Specialist
Omaha, NE, US
Ben Cray
Relationship Manager
Cleveland, OH, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co