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.
CRD# 4683570
Cetera Investment Advisers LLC
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 840425
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Peterson Wealth Advisors, LLC | Orem, UT | Jul 2020 - Current | 3 |
| 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 |
- UT
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Total Assets Under Management567MILLIONS
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Total Number of Accounts1,588ACCOUNTS
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Average Account Value$357,325
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AZ, CA, CO, ID, NV, TX, UT, WA, WY
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