Calvin Peterson has been an investment adviser representative at MBE Wealth Management since February 2025, and is not listed among the firm’s executive officers or direct owners.
Mbe Wealth Management, LLC is a Tomah, WI firm with $977M under management, 2,598 clients and 10 advisers across 8 offices, as of its July 2026 filing.
- Mbe Wealth Management, LLCCurrent– present · 1 yearBaraboo, WI · Adviser representative · Firm CRD 165516
Investment adviser representative registrations
Calvin Peterson is registered as an investment adviser representative in Wisconsin, since February 2025.
- WisconsinSince 6 February 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 6 February 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Calvin David Peterson
- CRD
- 7993379
- Firm
- MBE Wealth Management · CRD 165516
- Office
- E10890 Penny Ln, Baraboo, WI 53913
- Registration
- Investment adviser registration
- In the industry since
- February 2025
- Disciplinary history
- Not yet shown here · SEC record
Where does Calvin Peterson work?
Calvin Peterson is an investment adviser representative registered through Mbe Wealth Management, LLC since February 2025, and is not listed among the firm’s executive officers or direct owners.
Is Calvin Peterson a financial advisor?
Yes. Calvin Peterson has a current investment-adviser registration in Wisconsin, through MBE Wealth Management since February 2025.
How many years of experience does Calvin Peterson have?
Calvin Peterson has 1 year in the financial industry, since February 2025, across 1 adviser firm.
What exams has Calvin Peterson passed?
Calvin Peterson passed the Series 65 in February 2025.
Where is Calvin Peterson based?
Calvin Peterson’s registered office is in Baraboo, WI.
Is Calvin Peterson registered with FINRA?
No. Calvin Peterson has no current broker registration.
How can I verify Calvin Peterson’s record?
Search CRD 7993379 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Calvin Peterson’s full registration record.