Peterson Financial Services LLC
Peterson Financial Services LLC (CRD# 106127) is a financial advisory firm headquartered in Denver, CO. They manage $84,259,744 in 165 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management84MILLION
Total Number of Accounts165ACCOUNTS
Average Account Value$510,665
- A percentage of assets under your management
- Hourly charges
- 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
Kirk Peterson (CRD# 2049329) is an Investment Advisor Representative working at Peterson Financial Services LLC in Denver, CO and has over 26 years of experience in the finance industry.