Erik Peterson, financial advisor East Wenatchee WA

Erik Peterson

CRD Number: 2709532
Current Firm: Planmember Securities Corporation

Erik Peterson (CRD# 2709532) is an Investment Advisor Representative working at Planmember Securities Corporation in East Wenatchee, WA and has over 27 years of experience in the finance industry.

Similar Advisors
Alfred Adan, financial advisor East Wenatchee WA
Alfred W. Adan
CRD# 5471160
Edward Jones
Similar Advisors
Stephen Allen, financial advisor East Wenatchee WA
Stephen G. Allen
CRD# 4535419
Blackburn Financial
Similar Advisors
Sheri Baldwin, financial advisor East Wenatchee WA
Sheri A. Baldwin
CRD# 5273233
Stifel, Nicolaus & Company, Incorporated
Company Name Location Dates Years
Cs Planning Corp. Portland, OR Mar 2023 - Current 1
Erik Peterson Orchards Wenatchee, WA Mar 2010 - Current 14
Planmember Securities Corporation East Wenatchee, WA Apr 2000 - Current 23
Planmember Securities Corporation East Wenatchee, WA Nov 1999 - Current 24
Financial Alternatives East Wenatchee, WA Jan 1999 - Current 25
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1996
S65 NASAA Investment Advisors Law Examination Dec 1999
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Erik J. Peterson
Phone Number: 805-684-1199
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    7,530
    MILLIONS
  • Total Number of Accounts
    67,968
    ACCOUNTS
  • Average Account Value
    $110,789
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.