Mark Petersen’s business career spans more than four decades. Having spent many of these years as Certified Public Accountant, Mark brings the ability to view financial decisions through a tax lens.
In the early 1990s, Mark transitioned to the investment business by starting a Registered Investment Advisory firm and added CERTIFIED FINANCIAL PLANNER™ to his credentials.
Mark is a lifelong Nebraskan with Midwestern values and work ethic, and 14 years of his career were spent in the state of Texas. Mark joined Carson’s Advanced Solutions Team in 2005. Today, his role is Senior Wealth Planner, which allows him the opportunity to work with high and ultra high net worth families on complex planning decisions involving tax planning, business succession planning and efficient intra-generational asset transfers.
Away from the office, Mark enjoys spending time with his wife and his family’s Meyer’s parrot. When the weather cooperates, you’ll likely find Mark on the golf course, followed by a stint behind the grill. In 2016, Mark had his vintage 1979 Raleigh road bike restored and enjoys long distance bike rides. Mark is motivated to be the best he can be in everything he does, but especially enjoys helping others make well-reasoned choices when faced with life-affirming decisions.
Non-registered associate of Cetera Advisor Networks LLC, Member FINRA/SIPC. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.
