Shaun Peterson (CRD# 5972068) is an Investment Advisor Representative working at Peterson Wealth Services Inc. in South Ogden, UT and has over 12 years of experience in the finance industry.
CRD# 3037835
Rock House Financial
CRD# 1260613
Stratos Wealth Partners, Ltd
CRD# 5073773
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Peterson Wealth Services,inc | South Ogden, UT | Sep 2020 - Current | 3 |
| Spete Holdings Inc. | South Ogden, UT | Aug 2018 - Current | 5 |
| Utah Divorce Planning | South Ogden, UT | Nov 2017 - Current | 6 |
| Peterson Wealth Services, Inc. | South Ogden, UT | Sep 2011 - Current | 12 |
| Raymond James Financial Services Advisors Inc. | South Ogden, UT | Oct 2009 - Oct 2020 | 11 |
| Raymond James Financial Services, Inc. | Ogden, UT | Oct 2009 - Oct 2020 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2011 |
- TX
- UT
-
Total Assets Under Management394MILLIONS
-
Total Number of Accounts391ACCOUNTS
-
Average Account Value$1,007,709
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, CO, ID, LA, NM, TX, UT, WY
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.