Andrew
Peterson
Peterson Wealth Management, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Andrew Peterson is a financial advisor based out of Sparks, Nevada, who has 4 years of relevant experience. Peterson is on the advisory team at Peterson Wealth Management, LLC. Over the course of their career, Peterson has held roles at Solleftea Hockey Club, First Allied Securities, Inc, Student, Peterson Wealth Management, LLC and M.S. Howells & Co. Peterson holds Series 66 and Series 63 licenses, which qualify them as a securities representative, and is registered to advise clients in Nevada. Peterson Wealth Management, LLC is a registered investment firm operating out of Sparks, NV. It has a total of seven employees. It administers $151 million in assets among its 935 accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. Of its 935 client accounts, just 6% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. Peterson Wealth Management, LLC offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors usually depend on which services the firm provides the client. However, fees charged by Peterson Wealth Management, LLC likely include asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Peterson Wealth Management, LLC Brokerage Details
$150,611,412
7
935
$161,082
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Andrew Peterson Work History
Andrew has been registered as a financial advisor for 4 years.*
M.S. Howells & Co
Peterson Wealth Management, LLC
First Allied Securities, Inc
Solleftea Hockey Club
Student
*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 Andrew 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 Wealth Management, LLC
Sparks, NV
Sparks, NV
Sparks, NV
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
