Blake Peterson

Blake Peterson is a Wealth Advisor who helps high-net-worth individuals, families, and business owners navigate the complexities of wealth management with clarity and confidence. His approach focuses on simplifying financial decisions, aligning strategies with clients’ visions, and delivering results-driven solutions that help create long-term security and impact.

Blake specializes in comprehensive financial planning, helping to ensure that every aspect of a client’s wealth—investments, tax strategies, and estate planning—is optimized for both today and future generations. His process is rooted in family-focused, legacy-driven planning, helping clients establish a strong financial foundation for their loved ones while maximizing opportunities for growth and preservation.

For business owners, Blake provides guidance on exit planning as part of a broader wealth strategy, aiming for a seamless transition that aligns with personal and financial goals.

Prior to his current role, Blake served seven years as Chief Compliance Officer and Senior Wealth Advisor for another independent RIA. Before entering the financial industry, he spent five years as an Environmental Health & Safety Specialist at Nabors Drilling USA.

Beyond his work in wealth management, Blake is passionate about fostering ethical business practices. He is a Podcast Host for the Business Ethics Alliance of Omaha, where he engages in conversations on integrity and ethical leadership in the business world.

Whether the goal is achieving financial clarity, preserving a legacy, or fostering long-term growth, Blake’s mission is to simplify, strategize, and deliver results—allowing his clients to focus on what matters most.

Blake loves spending time with his wife, Mandee, and their two young daughters, Poppy and Wilder. As a family, they run a business together, instilling in their children values of hard work, integrity, and community service.

Outside of work, Blake enjoys cooking, traveling, golfing, reading, and spending time outdoors—whether it’s exploring new places or simply enjoying nature with his family.

Blake Peterson is not registered with Cetera Advisor Networks LLC. Any information provided by this individual is provided entirely on behalf of CWM, LLC and is in no way related to Cetera Advisor Networks or its registered representatives.