Peterson Wealth Advisors, LLC

Peterson Wealth Advisors, LLC (CRD# 146349) is a financial advisory firm headquartered in Orem, UT. They manage $349,614,386 in 1,114 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
360 West 920 North, Orem, UT 84057
https://www.linkedin.com/company/peterson-wealth-advisors
By the Numbers
  • Total Assets Under Management
    350
    MILLION
  • Total Number of Accounts
    1,114
    ACCOUNTS
  • Average Account Value
    $313,837
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 Call, financial advisor Orem UT
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 Johnson, financial advisor Orem UT
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 Lindsay, financial advisor Orem UT
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 14 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 Peterson, financial advisor Orem UT
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 34 years of experience in the finance industry.

5
Mark Whitaker, financial advisor Orem UT
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 Ruske, financial advisor Orem UT
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.

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.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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