Mestmaker & Petrey Wealth Advisors
Mestmaker & Petrey Wealth Advisors (CRD# 148484) is a financial advisory firm headquartered in Bakersfield, CA. They manage $97,885,000 in 455 accounts and serve the financial needs of clients across 2 states (or territories).
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Total Assets Under Management98MILLION
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Total Number of Accounts455ACCOUNTS
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Average Account Value$215,132
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
- Publication of periodicals or newsletters
- Educational seminars/workshops
CA, TX
Heidi Canet (CRD# 6541841) is an Investment Advisor Representative working at Mestmaker & Petrey Wealth Advisors in Bakersfield, CA and has over 8 years of experience in the finance industry.
Jeffrey Mestmaker (CRD# 5026410) is an Investment Advisor Representative working at Mestmaker & Petrey Wealth Advisors in Bakersfield, CA and has over 18 years of experience in the finance industry.
Daniel Petrey (CRD# 4677644) is an Investment Advisor Representative working at Mestmaker & Petrey Wealth Advisors in Bakersfield, CA and has over 20 years of experience in the finance industry.