Dante
Peterson

Tmd Wealth Management

CRD#7471352
Investment Advisor
in Scottsdale, AZ

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About this Advisor

Dante Peterson is a financial advisor operating in Scottsdale, Arizona with a total of 1 year of relevant experience. Peterson works at Tmd Wealth Management. During their career, Peterson has held roles at Tmd Wealth Management LLC, Arizona State University, Arizona Gop, Shake Smart, Woodside Health And Tennis Club, Mill Valley High School and Mill Creek Middle School. Peterson has a Series 65 license, designating them as an investment advisor representative, and is approved to operate in Arizona. Tmd Wealth Management is a business that has its headquarters in Scottsdale, AZ. It controls $795 million in total assets among its 1,491 client accounts, placing it among the larger financial advisory firms in the country by assets under management. Of its 1,491 accounts, 46% belong to high-net-worth individuals who have more than $1 million in investable assets. The business performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, selection of other advisers, educational seminars and other services. Financial management fee schedules vary depending on which services are offered. However, fees charged by Tmd Wealth Management can consist of some combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

15333 N. Pima Road Suite 200
Scottsdale, AZ 85260

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Tmd Wealth Management Brokerage Details

Total Assets Under Management

$794,838,000

AZ Average: $1,555,372,352
Total Number of Employees

12

AZ Average: 37
Total Number of Accounts

1,491

AZ Average: 1,370
Average Account Size

$533,091

AZ Average: $1,135,308

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Dante Peterson Work History

Dante has been registered as a financial advisor for 1 years.*

2021 - Present (3 years)

Tmd Wealth Management LLC

2018 - Present (6 years)

Arizona State University

2020 - 2020 (< 1 year)

Arizona Gop

2019 - 2020 (1 year)

Shake Smart

2016 - 2018 (2 years)

Woodside Health And Tennis Club

2014 - 2018 (4 years)

Mill Valley High School

2011 - 2014 (3 years)

Mill Creek Middle School

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Dante Peterson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Tmd Wealth Management

Dante Peterson
Scottsdale, AZ
Robert Smith
Scottsdale, AZ
Gavin Lyons
Scottsdale, AZ
Eric Anthony
Scottsdale, AZ
Mark Rizvi
Scottsdale, AZ
Shawn West
Scottsdale, AZ
Todd Douma
Scottsdale, AZ

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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