Kirk
Peterson

Peterson Financial Services LLC

CRD#2049329
Investment Advisor
in Denver, CO

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About this Advisor

Kirk Peterson is a financial advisor operating in Denver, Colorado with a total of 24 years of industry experience. Peterson currently works for Peterson Financial Services LLC. They have been an employee of Peterson Financial Services Llc for their whole career. Peterson has a Series 63 license, certifying them as a securities broker, and is able to operate in Colorado and Texas. Peterson Financial Services LLC is a firm headquartered in Denver, CO. It handles $92 million in assets across its 158 customer accounts, placing it among the smaller firms in the country by assets under management. The firm provides services to one charitable organizations. Of its 158 accounts, 17% belong to high-net-worth individuals who have greater than $1 million in assets. Peterson Financial Services LLC offers a broad range of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and publication of newsletters. Financial management fees usually depend on which services are offered. Fees billed by Peterson Financial Services LLC likely consist of asset-based and hourly fees.

Certifications and Registrations

Series 63

Years Registered*

24 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

1726 Clarkson Street
Denver, CO 80218

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Peterson Financial Services LLC Brokerage Details

Total Assets Under Management

$91,495,075

CO Average: $2,349,664,866
Total Number of Employees

2

CO Average: 28
Total Number of Accounts

158

CO Average: 1,101
Average Account Size

$579,083

CO Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Publication of periodicals or newsletters

Kirk Peterson Work History

Kirk has been registered as a financial advisor for 24 years.*

1986 - Present (38 years)

The Crosby Group Ind

*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 Kirk 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 Peterson Financial Services LLC

Kirk Peterson
Denver, CO

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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