Carl F. Petersen. Inc.

Carl F. Petersen. Inc. (CRD# 109489) is a financial advisory firm headquartered in , . They manage $10,000,000 in 400 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    400
    ACCOUNTS
  • Average Account Value
    $25,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ

Financial Advisors at Carl F. Petersen. Inc.
Showing 1 - 6 of 6 top financial advisors.
1
Donald H. Goldwater
CRD#: 1996739
Laveen, AZ
93
Wealthminder
score

Donald Goldwater (CRD# 1996739) is an Investment Advisor Representative working at Carl F. Petersen. Inc. in Laveen, AZ and has over 26 years of experience in the finance industry.

2
Annette Petersen
CRD#: 2864490
Glendale, AZ
93
Wealthminder
score

Annette Petersen (CRD# 2864490) is an Investment Advisor Representative working at Carl F. Petersen. Inc. in Glendale, AZ and has over 13 years of experience in the finance industry.

3
Carl F. Petersen
CRD#: 5398848
Glendale, AZ
93
Wealthminder
score

Carl Petersen (CRD# 5398848) is an Investment Advisor Representative working at Carl F. Petersen. Inc. in Glendale, AZ and has over 9 years of experience in the finance industry.

4
Carl F. Petersen
CRD#: 2974039
Glendale, AZ
93
Wealthminder
score

Carl Petersen (CRD# 2974039) is an Investment Advisor Representative working at Carl F. Petersen. Inc. in Glendale, AZ and has over 19 years of experience in the finance industry.

5
Trent A. Watson
CRD#: 5616621
Glendale, AZ
93
Wealthminder
score

Trent Watson (CRD# 5616621) is an Investment Advisor Representative working at Carl F. Petersen. Inc. in Glendale, AZ and has over 7 years of experience in the finance industry.

6
Nicholas P. Petersen
CRD#: 6581938
Glendale, AZ
87
Wealthminder
score

Nicholas Petersen (CRD# 6581938) is an Investment Advisor Representative working at Carl F. Petersen. Inc. in Glendale, AZ and has 1 year of experience in the finance industry.

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