DFX Intelligence

Data Factory

RIA / WealthAdvisor11 years in industry

PETER GORMAN BJELOPETROVICH

Advisor at MINDSET WEALTH MANAGEMENT, LLC

INDIANAPOLIS, IN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:fd4e5116-4d22-18e2-eb56-d835330b83d0

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:58 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 2
On other graphs: 0
Observed: Sep 26, 2014 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MINDSET WEALTH MANAGEMENT, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 26, 2014earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 2
Registered states: 1
Exams: S66|S63
First exam: Sep 26, 2014
First registration: Sep 26, 2014
Dual registered: no
Other names: Peter G Bjelopetrovich|PETER GORMAN BJELOPETROVICH
IAPD individual key: 5995059

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MINDSET ASSET MANAGEMENT, LLC	No RAUM reported	Oct 23, 2025	n/a	yes	INDIANAPOLIS, IN	Current employment
MINDSET WEALTH MANAGEMENT, LLC	Independent wealth	Mar 27, 2024	n/a	yes	INDIANAPOLIS, IN	Current employment
INNOVATIVE PORTFOLIOS LLC	Former SEC adviser	Sep 5, 2021	Mar 27, 2024	no	INDIANAPOLIS, IN	Previous registration
SALZINGER SHEAFF BROCK, LLC	Former SEC adviser	May 8, 2019	Feb 14, 2023	no	INDIANAPOLIS, IN	Previous registration
SHEAFF BROCK INVESTMENT ADVISORS, LLC	Former SEC adviser	May 8, 2019	Mar 27, 2024	no	INDIANAPOLIS, IN	Previous registration
J.P. MORGAN SECURITIES LLC	Wirehouse	Sep 5, 2018	May 15, 2019	no	FISHERS, IN	Previous registration
SHEAFF BROCK INVESTMENT ADVISORS, LLC	Former SEC adviser	Sep 14, 2015	Sep 4, 2018	no	INDIANAPOLIS, IN	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Sep 26, 2014	Oct 1, 2015	no	Indianapolis, IN\|Oak Brook, IL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
SHEAFF BROCK INVESTMENT ADVISORS, LLC	INNOVATIVE PORTFOLIOS LLC	Mar 27, 2024	Sep 5, 2021	-934	Channel change	Other
INNOVATIVE PORTFOLIOS LLC	MINDSET WEALTH MANAGEMENT, LLC	Mar 27, 2024	Mar 27, 2024	0	Firm change	Other
SALZINGER SHEAFF BROCK, LLC	SHEAFF BROCK INVESTMENT ADVISORS, LLC	Feb 14, 2023	May 8, 2019	-1,378	Firm change after gap	RIA to RIA
J.P. MORGAN SECURITIES LLC	SALZINGER SHEAFF BROCK, LLC	May 15, 2019	May 8, 2019	-7	Firm change	Wirehouse to RIA
SHEAFF BROCK INVESTMENT ADVISORS, LLC	J.P. MORGAN SECURITIES LLC	Sep 4, 2018	Sep 5, 2018	1	Firm change	RIA to wirehouse
CHARLES SCHWAB & CO., INC.	SHEAFF BROCK INVESTMENT ADVISORS, LLC	Oct 1, 2015	Sep 14, 2015	-17	Firm change	Other

Relationships

Registered with (7)

→ MINDSET ASSET MANAGEMENT, LLCRegistered adviserregistration: current employment
Oct 23, 2025 to presentfactForm ADV
→ MINDSET WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Mar 27, 2024 to presentfactForm ADV
→ SHEAFF BROCK INVESTMENT ADVISORS, LLCRegistered adviserregistration: previous registration
May 8, 2019 to Mar 27, 2024factForm ADV
→ INNOVATIVE PORTFOLIOS LLCRegistered adviserregistration: previous registration
Sep 5, 2021 to Mar 27, 2024factForm ADV
→ SALZINGER SHEAFF BROCK, LLCRegistered adviserregistration: previous registration
May 8, 2019 to Feb 14, 2023factForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
Sep 5, 2018 to May 15, 2019factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Sep 26, 2014 to Oct 1, 2015factForm ADV

Dated events

Occurred
Mar 27, 2024
Advisor changed firm
Peter Gorman Bjelopetrovich left Innovative Portfolios Llc for Mindset Wealth Management, Llc (registered 2024-03-27)
Form ADVobserved 3 days ago
Occurred
Feb 14, 2023
Advisor changed firm
Peter Gorman Bjelopetrovich left Salzinger Sheaff Brock, Llc for Sheaff Brock Investment Advisors, Llc (registered 2019-05-08)
Form ADVobserved 3 days ago