Tristan Peterman (CRD# 7226973) is an Investment Advisor Representative working at Cuso Financial Services in Corvallis, OR and has over 3 years of experience in the finance industry. Tristan Peterman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2795104
True Private Wealth Advisors, LLC
CRD# 5619235
Raymond James Financial Services Advisors, Inc.
CRD# 2948151
Spectrum Strategic Capital Management, LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cuso Financial Services, LP | San Diego, CA | Mar 2024 - Current | < 1 |
| Oregon State Credit Union | Corvallis, OR | Mar 2024 - Current | < 1 |
| J.p. Morgan Securities LLC | Corvallis, OR | Feb 2023 - Mar 2024 | 1 |
| Jpmorgan Chase Bank, N.a. | Corvallis, OR | Feb 2023 - Mar 2024 | 1 |
| Northwestern Mutual Investment Services, LLC | Corvallis, OR | Feb 2020 - Feb 2023 | 3 |
| Keith Dragoo | Corvallis, OR | Feb 2020 - Feb 2023 | 3 |
| Northwestern Mutual Wealth Dragoo Financial Group | Corvallis, OR | Feb 2020 - Feb 2023 | 3 |
| Unemployed | Corvallis, OR | Sep 2019 - Jan 2020 | < 1 |
| Hms Insurance | Hunt Valley, MD | Dec 2017 - Aug 2019 | 1 |
| Darden Restaurants, Inc. | Corvallis, OR | Jul 2017 - Dec 2017 | < 1 |
| Unemployed | York, PA | May 2017 - Jun 2017 | < 1 |
| The Glatfelter Agency | York, PA | Feb 2011 - Apr 2017 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2021 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2023 |
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Total Assets Under Management4,665MILLIONS
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Total Number of Accounts26,968ACCOUNTS
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Average Account Value$172,978
- A percentage of assets under your management
- Hourly charges
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- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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