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).

By the Numbers
  • Total Assets Under Management
    98
    MILLION
  • Total Number of Accounts
    455
    ACCOUNTS
  • Average Account Value
    $215,132
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Mestmaker & Petrey Wealth Advisors
Showing 1 - 3 of 3 top financial advisors.
1
Heidi D. Canet
CRD#: 6541841
2000 Oak Street, Suite 100, Bakersfield, CA 93301

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.

2
Jeffrey K. Mestmaker
CRD#: 5026410
2000 Oak Street, Suite 100, Bakersfield, CA 93301

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.

3
Daniel P. Petrey
CRD#: 4677644
2000 Oak Street, Suite 100, Bakersfield, CA 93301

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.

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