Peterson Wealth Services Inc.

Peterson Wealth Services Inc. (CRD# 288620) is a financial advisory firm headquartered in South Ogden, UT. They manage $394,014,090 in 391 accounts and serve the financial needs of clients across 9 states (or territories).

Current Firm Details
1523 East Skyline Drive Suite C, South Ogden, UT 84405
https://twitter.com/petersonwealth
By the Numbers
  • Total Assets Under Management
    394
    MILLION
  • Total Number of Accounts
    391
    ACCOUNTS
  • Average Account Value
    $1,007,709
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, ID, LA, NM, TX, UT, WY

Financial Advisors at Peterson Wealth Services Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Billy Peterson, financial advisor South Ogden UT
Billy C. Peterson
CRD#: 2747152
1523 East Skyline Drive Suite C, South Ogden, UT 84405

Billy Peterson (CRD# 2747152) is an Investment Advisor Representative working at Peterson Wealth Services Inc. in South Ogden, UT and has over 27 years of experience in the finance industry.

2
Shaun Peterson, financial advisor South Ogden UT
Shaun R. Peterson
CRD#: 5972068
1523 East Skyline Drive Suite C, South Ogden, UT 84405

Shaun Peterson (CRD# 5972068) is an Investment Advisor Representative working at Peterson Wealth Services Inc. in South Ogden, UT and has over 12 years of experience in the finance industry.

3
Cade Peterson, financial advisor South Ogden UT
Cade S. Peterson
CRD#: 7245060
1523 East Skyline Drive Suite C, South Ogden, UT 84405

Cade Peterson (CRD# 7245060) is an Investment Advisor Representative working at Peterson Wealth Services Inc. in South Ogden, UT and has over 2 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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