Be advised. This advisor is no longer registered as an Independent Advisor Representative. They may still be registered as a broker.
Kelly Custer, financial advisor Kennewick WA
93 score

Kelly Custer

CRD Number: 3151691
Current Firm: Petersen Hastings Investment Management Inc.

Kelly Custer (CRD# 3151691) is an Investment Advisor Representative working at Petersen Hastings Investment Management Inc. in Kennewick, WA and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Petersen Hastings Investment Management Inc. Kennewick, WA Jan 2013 - Current 3
Cory Violette Spokane, WA Mar 2012 - Dec 2012 < 1
John C Hanson Spokane, WA Jul 2009 - Dec 2012 3
Northwestern Mutual Wealth Management Company Milwaukee, WI Aug 2007 - Dec 2012 5
Northwestern Mutual Investment Services, LLC Spokane, WA Jun 2007 - Dec 2012 5
Robert P. Bishopp Spokane, WA Jun 2007 - Dec 2012 5
Robert C. Bishopp Spokane, WA Jun 2007 - Dec 2012 5
James Bockemuehl Spokane, WA Jun 2007 - Dec 2012 5
Russell Investment Group Tacoma, WA Nov 2005 - May 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2003
S66 NASAA Uniform Combined State Law Examination Dec 2005
Contact Info for Kelly M. Custer
Phone Number: 509-735-0484
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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)
Types of Clients
Registered States


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