Keith J Peterson CFP is a financial planning firm based in Lincoln, NE, offering concierge financial planning services to their advisory clients. With a team of experienced investment professionals, they provide active monitoring and implementation of low-cost investment portfolios, along with personalized financial plans that encompass all aspects of their clients' financial lives.
As a CERTIFIED FINANCIAL PLANNER Professional and Retirement Income Certified Professional, Keith J Peterson, Senior Vice President and Financial Advisor, ensures that clients have unlimited access to him via call, text, or email, along with proactive quarterly contacts and annual strategy sessions. They are affiliated with D.A. Davidson Co., offering securities, investment services, annuity, and insurance products to their clients.
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