Mike Peterson joined SMS in 2018 as an advocate for Financial Services team, where he works with broker dealers, RIAs and IARs across the country. He brings with him over 30 years of sales and marketing experiences and has dedicated himself to serving the independent advisor through advanced practice management and consultation. Mike has held several positions in the financial services industry, spending nearly the last decade exclusively working with advisors and home offices engaged in and transitioning their practices to the advisory/fee side of our industry.
Mike’s real passion is forging long-term partnerships with his relationships and outside firms, many of which have become some of his closest friends. Mike enjoys meeting and assisting advisors who have dedicated themselves to helping their clients reach their life-long retirement goals and helping to refine their processes and standout from the competition. Mike holds a Bachelor’s degree in Business Administration and Marketing from the University of Nebraska Omaha, his FINRA Series 65 securities registration and Nebraska Life/Health & Annuities License.
Outside of work, Mike enjoys traveling and spending time right here in Omaha/Elkhorn, NE with his wife and three kids.