Daniel Ruske, financial advisor Orem UT

Daniel Ruske

CRD Number: 7079844
Current Firm: Peterson Wealth Advisors, LLC

Daniel Ruske (CRD# 7079844) is an Investment Advisor Representative working at Peterson Wealth Advisors, LLC in Orem, UT and has 1 year of experience in the finance industry. Daniel Ruske 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.

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Professional Designations
Company Name Location Dates Years
Peterson Wealth Advisors, LLC Orem, UT Jul 2020 - Current < 1
Peterson Wealth Advisors Orem, UT Mar 2019 - Jul 2020 1
Net Worth Advisory Group Sandy, UT May 2018 - Mar 2019 < 1
Upwell Health Services Orem, UT Aug 2017 - May 2018 < 1
Greenix Columbus, OH Jun 2017 - Aug 2017 < 1
Zions Bank Orem, UT Sep 2016 - Jun 2017 < 1
University Credit Union Draper, UT Mar 2015 - Aug 2016 1
Church Of Jesus Christ Of Latter-day Saints Kumasi, Mar 2013 - Mar 2015 2
Furniture Mattress Supply Murray, UT Nov 2012 - Jan 2013 < 1
Unemployed South Jordan, UT Mar 2012 - Nov 2012 < 1
Mcdonalds South Jordan, UT Jun 2010 - Mar 2012 1

Daniel Ruske has no recent exams reported.
Contact Info for Daniel M. Ruske
Phone Number: 801-225-0000
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
    350
    MILLIONS
  • Total Number of Accounts
    1,114
    ACCOUNTS
  • Average Account Value
    $313,837
Compensation Options
  • A percentage of assets under your management
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
Types of Clients
Registered States

AZ, CA, CO, ID, NV, TX, UT

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