Mestmaker & Petrey Wealth Advisors

Mestmaker & Petrey Wealth Advisors (CRD# 148484) is a financial advisory firm headquartered in Bakersfield, CA. They manage $64,500,000 in 501 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    65
    MILLION
  • Total Number of Accounts
    501
    ACCOUNTS
  • Average Account Value
    $128,743
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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.

CA, OH

Financial Advisors at Mestmaker & Petrey Wealth Advisors
Showing 1 - 4 of 4 top financial advisors.
1
Jeffrey K. Mestmaker
CRD#: 5026410
1675 Chester Avenue, Ste. 400, Bakersfield, CA 93301
93
Wealthminder
score

Jeffrey Mestmaker (CRD# 5026410) is an Investment Advisor Representative working at Mestmaker & Petrey Wealth Advisors in Bakersfield, CA and has over 11 years of experience in the finance industry.

2
Daniel P. Petrey
CRD#: 4677644
1675 Chester Avenue, Ste. 400, Bakersfield, CA 93301
93
Wealthminder
score

Daniel Petrey (CRD# 4677644) is an Investment Advisor Representative working at Mestmaker & Petrey Wealth Advisors in Bakersfield, CA and has over 13 years of experience in the finance industry.

3
Heidi D. Canet
CRD#: 6541841
1675 Chester Avenue, Ste. 400, Bakersfield, CA 93301
87
Wealthminder
score

Heidi Canet (CRD# 6541841) is an Investment Advisor Representative working at Mestmaker & Petrey Wealth Advisors in Bakersfield, CA and has 1 year of experience in the finance industry.

4
Travis J. Classen
CRD#: 5404898
2363 Ashurst Road, University Heights, OH 44118
87
Wealthminder
score

Travis Classen (CRD# 5404898) is an Investment Advisor Representative working at Mestmaker & Petrey Wealth Advisors in University Heights, OH and has 1 year of experience in the finance industry.

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