Peterson Financial Services LLC

Peterson Financial Services LLC (CRD# 106127) is a financial advisory firm headquartered in Denver, CO. They manage $105,645,911 in 166 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
1726 Clarkson Street, Denver, CO 80218
http://www.petersonfs.com
By the Numbers
  • Total Assets Under Management
    106
    MILLION
  • Total Number of Accounts
    166
    ACCOUNTS
  • Average Account Value
    $636,421
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO, TX

Financial Advisors at Peterson Financial Services LLC
Showing 1 - 1 of 1 top financial advisors.
1
Kirk Peterson, financial advisor Denver CO
Kirk R. Peterson
CRD#: 2049329
1726 Clarkson Street, Denver, CO 80218

Kirk Peterson (CRD# 2049329) is an Investment Advisor Representative working at Peterson Financial Services LLC in Denver, CO and has over 32 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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