Peterson Wealth Advisors, LLC

Peterson Wealth Advisors, LLC (CRD# 146349) is a financial advisory firm headquartered in Orem, UT. They manage $272,733,712 in 971 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    273
    MILLION
  • Total Number of Accounts
    971
    ACCOUNTS
  • Average Account Value
    $280,879
Compensation Options
  • A percentage of assets under your management
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
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.

AZ, CA, CO, ID, NV, TX, UT

Financial Advisors at Peterson Wealth Advisors, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Alexander P. Call
CRD#: 6309288
360 West 920 North, Orem, UT 84057

Alexander Call (CRD# 6309288) is an Investment Advisor Representative working at Peterson Wealth Advisors, LLC in Orem, UT and has over 6 years of experience in the finance industry. Alexander Call has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Carson D. Johnson
CRD#: 6665459
360 West 920 North, Orem, UT 84057

Carson Johnson (CRD# 6665459) is an Investment Advisor Representative working at Peterson Wealth Advisors, LLC in Orem, UT and has over 4 years of experience in the finance industry.

3
Jeffrey D. Lindsay
CRD#: 5279879
360 West 920 North, Orem, UT 84057

Jeffrey Lindsay (CRD# 5279879) is an Investment Advisor Representative working at Peterson Wealth Advisors, LLC in Orem, UT and has over 13 years of experience in the finance industry. Jeffrey Lindsay has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Scott M. Peterson
CRD#: 1611542
360 West 920 North, Orem, UT 84057

Scott Peterson (CRD# 1611542) is an Investment Advisor Representative working at Peterson Wealth Advisors, LLC in Orem, UT and has over 33 years of experience in the finance industry.

5
Mark P. Whitaker
CRD#: 6407468
Orem, UT 84057
Mark Whitaker (CRD# 6407468) is an Investment Advisor Representative working at Peterson Wealth Advisors, LLC in Orem, UT and has over 4 years of experience in the finance industry.
6
Daniel M. Ruske
CRD#: 7079844
360 West 920 North, Orem, UT 84057

Daniel Ruske (CRD# 7079844) is an Investment Advisor Representative working at Peterson Wealth Advisors, LLC in Orem, UT and has 1 year of experience in the finance industry. Daniel Ruske has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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