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Our financial advice team


Chad Petersen, Financial Advisor serving the Omaha, NE area - Ameriprise Advisors

Chad Petersen

Financial Advisor

Managing Partner of
Wealth Partners
14
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Client Satisfaction 5.0 / 5 rating based on 12 reviews
See disclosures

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Investment Management
  • Business Retirement Plans
  • Small Business
  • Executive Compensation and Benefit Strategies
  • Retirement Planning Strategies
  • Christian Financial Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies

Education

  • B.S.Financial Markets, Banking, Investment Science, University of Nebraska Omaha

Awards & recognition

  • Wealth Partners, Forbes Best-in-State Wealth Management Teams, 2022-2025
  • Wealth Partners, Barron’s Top 250 Private Wealth Management Teams, 2024

Previous experience

  • Financial Consultant, TD Ameritrade, Omaha, NE, 2012-2013

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

Volunteer 6th grade boys basketball coach at OPS Gateway Elementary School.

Interests

  • Running and Biking - Lincoln Half Marathon
  • Nebraska Football Games
  • Traveling -Love exploring the United States and new places around the world.
  • Hunting - I enjoy bow hunting, the peace and quite of the woods is a great escape!
  • Spending Time with Family - I love spending time with my wife, Blair. We love to travel together, watch Nebraska football games and enjoy exploring Omaha!