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).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Publication of periodicals or newsletters
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.


Financial Advisors at Peterson Financial Services LLC
Showing 1 - 1 of 1 top financial advisors.
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 26 years of experience in the finance industry.

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