Andrew Peterson has been Managing Member of R2 Capital Strategies since September 2025, is a control person of the firm and directly owns between 50% and 75% of it. Andrew Peterson holds a Business administration degree from Nebraska Wesleyan University.
R2 Capital Strategies, LLC is a Lincoln, NE firm with $236M under management, 430 clients and 3 advisers across 3 offices, as of its April 2026 filing.
Andrew Peterson is an Investment Advisor Representative of R2 Wealth Management Partners. Peterson focuses on financial planning and investment strategy and has 15 years of experience in financial management. Peterson has been affiliated with R2 Wealth Management Partners since July 8, 2022. Peterson previously established Heartland Wealth Partners with Travis Langemeier, affiliated with AlphaStar Capital Management from December 1, 2016, to July 7, 2022.
Andrew Peterson’s longest registration was 5 years at Alphastar Capital Management, LLC (2016–2022). Before joining R2 Capital Strategies in 2025, Andrew Peterson was registered through R2 Wealth Management Partners and Alphastar Capital Management, LLC.
- – present · under a yearAdviser representative · Firm CRD 338490
- R2 Wealth Management Partners– · 3 yearsLincoln, NE · Adviser representative · Firm CRD 282055
- Alphastar Capital Management, LLC– · 5 yearsLincoln, NE · Adviser representative · Firm CRD 157423
- Ameritas Investment Corp– · 4 yearsLincoln, NE · Adviser representative · Firm CRD 14869
- Oneamerica Securities, Inc.– · under a yearCarmel, IN · Adviser representative · Firm CRD 4173
Investment adviser representative registrations
Andrew Peterson is registered as an investment adviser representative in 2 states, as a resident of Texas. Each was approved in December 2025.
- NebraskaSince 1 December 2025
- TexasResidentSince 2 December 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 22 May 2013 |
| Series 65 | Uniform Investment Adviser Law Examination | 13 January 2012 |
| Series 63 | Uniform Securities Agent State Law Examination | 28 July 2009 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 16 June 2009 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Andrew Carroll Peterson
- CRD
- 5664080
- Firm
- R2 Capital Strategies · CRD 338490
- Role
- Managing Member
- Registration
- Investment adviser registration
- In the industry since
- August 2009
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- r2wealth.com
Where does Andrew Peterson work?
Andrew Peterson has been Managing Member of R2 Capital Strategies, LLC since September 2025, and is a control person of the firm.
Is Andrew Peterson a financial advisor?
Yes. Andrew Peterson has a current investment-adviser registration in Nebraska and Texas, through R2 Capital Strategies since December 2025.
How many years of experience does Andrew Peterson have?
Andrew Peterson has 17 years in the financial industry, since August 2009, across 5 adviser firms.
What exams has Andrew Peterson passed?
Andrew Peterson has passed 4 licensing exams: the Series 6, Series 63, Series 65 and Series 7. The earliest, the Series 6, was passed in June 2009. FINRA credited Andrew Peterson with the SIE, which began in October 2018.
Where did Andrew Peterson work before R2 Capital Strategies?
Before R2 Capital Strategies, Andrew Peterson was registered through Alphastar Capital Management, LLC, December 2016 to July 2022; Ameritas Investment Corp, June 2012 to December 2016; Oneamerica Securities, Inc., January 2012 to June 2012.
Is Andrew Peterson registered with FINRA?
No. Andrew Peterson has no current broker registration.
How can I verify Andrew Peterson’s record?
Search CRD 5664080 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Andrew Peterson’s full registration record.
