Matthew PetersenCRD Number: 6174279
Current Firm: Petersen Hastings Investment Management Inc.
Matthew Petersen (CRD# 6174279) is an Investment Advisor Representative working at Petersen Hastings Investment Management Inc. in Kennewick, WA and has over 4 years of experience in the finance industry.
D.a. Davidson & Company
Valic Financial Advisors, Inc.
|Petersen Hastings Investment Management Inc.||Kennewick, WA||Jan 2013 - Current||4|
|Savant Capital Management||Rockford, WA||Aug 2012 - Nov 2012||< 1|
|Columbia Basin Racquet Club||Richland, WA||Sep 2009 - Jun 2012||2|
|University Of Oregon||Eugene, OR||Sep 2007 - Jun 2009||1|
|Petersen Hastings Investment Management Inc.||Kennewick, WA||Jun 2008 - Aug 2008||< 1|
|Private Contractor||Richland, WA||Jun 2006 - Aug 2007||1|
|University Of Idaho||Moscow, WA||Aug 2005 - May 2007||1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Mar 2013|
Total Assets Under Management546MILLIONS
Total Number of Accounts551ACCOUNTS
Average Account Value$990,987
- A percentage of assets under your management
- Hourly charges
- 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)
AZ, CA, NH, OR, TX, WA
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