DAVID PAUL PETERSON is an investment adviser representative (IAR) with state registration records since 2019, appearing at 3 firms. Currently registered with CREATIVE PLANNING, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| BERGANKDV WEALTH MANAGEMENT, LLC | 2023-07-12 | 2023-09-13 | — |
| CREATIVE PLANNING, LLC | 2021-12-19 | present | Yes |
| LOCKTON INVESTMENT ADVISORS, LLC | 2019-03-19 | 2021-12-31 | — |