Andrew Peterson is dedicated to assisting families in pursuing their financial objectives with a focus on financial planning and investment strategy. His interest in finance was influenced by spending time with his grandfather, Wallace C. Peterson, who taught economics at the University of Nebraska from 1951 until his retirement in 1991. This early exposure helped to shape his career path in the financial management industry.
With 15 years of experience in financial management, Andrew brings a strong foundation to his
work. He holds a business administration degree from Nebraska Wesleyan University, which
supports his commitment to growth and excellence. As a Series 65 licensed investment adviser
representative, he is equipped to provide investment advice and manage client assets, adhering
to regulatory standards.
Andrew's professional journey includes affiliations with several firms. From 2009 to June 14,
2012, he was affiliated with Ameritas Investment Corp. Following this, from January 5, 2012, to
June 14, 2012, he worked with federal employees through OneAmerica Securities. After the birth
of his first child, Preston, Andrew and his family chose to return to Nebraska, where he rejoined
Ameritas Investment Corp as an investment representative from 2012 to December 20, 2016. Seeking greater independence, he partnered with Travis Langemeier to establish Heartland
Wealth Partners, affiliating with AlphaStar Capital Management from December 1, 2016, to July
7, 2022. Since July 8, 2022, Andrew has been affiliated with R2 Wealth Management Partners, a
local firm that enables him to continue supporting clients effectively.
Andrew and his wife, Abbey, are parents to two children.Their son, Preston, enjoys year-round
club swimming with Heartland Aquatics, a pursuit Andrew finds rewarding to support.Their
daughter, Elle, participates in competitive dance with Intermix, traveling nationwide for
competitions.Andrew values the role financial planning plays in supporting family aspirations
and remains committed to helping clients address their financial needs.
When not assisting clients with financial planning, Andrew enjoys spending time with his family,
playing golf, or cheering for the Kansas City Chiefs. His experience and dedication reflect his
ongoing effort to provide thoughtful guidance within the scope of his professional qualifications.
