Calvin Peterson
MBE Wealth Management · Tomah, Wisconsin
Calvin Peterson is a fee-only financial advisor at MBE Wealth Management in Tomah, Wisconsin. MBE Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Calvin →
Facts
| Firm | MBE Wealth Management |
|---|---|
| Based in | Tomah, Wisconsin |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $977.1M across 5,412 accounts |
| SEC registration | Investment adviser representative in WI · CRD 7993379 |
| Exams passed | Series 65 (2025) |
| Firm size | 18 employees |
| Disclosures | None reported |
| Website | www.mbewealth.com |
How Calvin's firm compares
- MBE Wealth Management's average account is about $181,000, from its Form ADV (assets managed divided by 5,412 accounts).
Request an introduction to Calvin
Tell Calvin a little about what you're looking for. Calvin isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Calvin
Is Calvin Peterson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Calvin holds no broker registration, and MBE Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Calvin charge for financial advice?
Calvin's firm, MBE Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Calvin Peterson based?
Calvin Peterson is based in Tomah, Wisconsin.
Is Calvin Peterson registered with the SEC?
Yes. Calvin Peterson is registered as an investment adviser representative in WI (CRD 7993379), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does MBE Wealth Management manage?
MBE Wealth Management reports $977.1M across 5,412 accounts in assets under management.
How do I contact Calvin Peterson?
Through Calvin's website, www.mbewealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.