William Peterson has been an investment adviser representative at Bernicke Wealth Management since November 2025, and is not listed among the firm’s executive officers or direct owners. William Peterson holds a Bachelor's degree in Finance from the University of Wisconsin-Eau Claire.
Bernicke Wealth Management, LTD. is an Altoona, WI firm with $887M under management, 868 clients and 6 advisers across 4 offices, as of its May 2026 filing.
Billy Peterson is Associate Wealth Manager at Bernicke Wealth Management. He interned at the firm during college, joined full-time as a paraplanner, and later moved into his current role. He has worked in nearly every part of the firm.
- Bernicke Wealth ManagementCurrent– present · under a yearAltoona, WI · Adviser representative · Firm CRD 335431
Professional designations
Listed by Bernicke Wealth Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
William Peterson is registered as an investment adviser representative in 2 states. The first approvals date from November 2025; the most recent is Minnesota, in June 2026.
- MinnesotaSince 12 June 2026
- WisconsinSince 20 November 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 22 June 2024 |
| Series 7TO | General Securities Representative Examination | 1 April 2024 |
| SIE | Securities Industry Essentials Examination | 16 September 2023 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- CRD
- 7471801
- Firm
- Bernicke Wealth Management · CRD 335431
- Office
- 1565 BLUESTEM BLVD., Altoona, WI 54720
- Registration
- Investment adviser and broker registrations
- In the industry since
- March 2024
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- bernicke.com
Where does William Peterson work?
William Peterson is an investment adviser representative registered through Bernicke Wealth Management, LTD. since November 2025, and is not listed among the firm’s executive officers or direct owners.
Is William Peterson a financial advisor?
Yes. William Peterson has a current investment-adviser registration in Minnesota and Wisconsin, through Bernicke Wealth Management since November 2025.
How many years of experience does William Peterson have?
William Peterson has 2 years in the financial industry, since March 2024, across 1 adviser firm.
What exams has William Peterson passed?
William Peterson has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in September 2023.
Where is William Peterson based?
William Peterson’s registered office is in Altoona, WI.
Is William Peterson registered with FINRA?
Yes. William Peterson has a current broker registration, under CRD 7471801.
Source: FINRA BrokerCheck
Is William Peterson a CFP?
Bernicke Wealth Management lists William Peterson with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify William Peterson’s record?
Search CRD 7471801 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish William Peterson’s full registration record.
