Donald
Peterson

Peterson Wealth Management, LLC

CRD#1772237
Investment Advisor
in Sparks, NV

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About this Advisor

Donald Peterson is a financial advisor working in Sparks, Nevada, with a total of 16 years of professional experience. Peterson is currently employed by Peterson Wealth Management, LLC. Peterson has gained experience at First Allied Securities, Inc, First Allied Advisory Services, Inc, Peterson Wealth Management, LLC and M.S. Howells & Co. Peterson has Series 63 and Series 66 licenses, certifying them as a securities broker, and is approved to advise clients in Nevada. Peterson Wealth Management, LLC is a registered investment business operating out of Sparks, Nevada. The investment advisory business has just three financial advisors. It has $133 million in assets among its 726 accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. Of its 726 accounts, just 5% are held by high-net-worth individuals who have at least $1 million in assets. The firm performs a few services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial management fees typically depend on the type of services offered. Fee types charged by Peterson Wealth Management, LLC likely consist of asset-based and hourly fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

16 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Hourly Charges

Disclosures

Yes

Office Location

2215 Green Vista Drive Suite 303
Sparks, NV 89431

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Peterson Wealth Management, LLC Brokerage Details

Total Assets Under Management

$132,675,897

NV Average: $664,206,839
Total Number of Employees

3

NV Average: 10
Total Number of Accounts

726

NV Average: 1,698
Average Account Size

$182,749

NV Average: $391,170

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Donald Peterson Work History

Donald has 16 years of experience.

2020 - Present (1 year)

M.S. Howells & Co

2017 - Present (4 years)

Peterson Wealth Management, LLC

2004 - Present (17 years)

Peterson Wealth Management, LLC

2015 - 2019 (4 years)

First Allied Advisory Services, Inc

2007 - 2019 (12 years)

First Allied Securities, Inc

Disclosures

Donald Peterson has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Peterson Wealth Management, LLC

Jess Peterson
Sparks, NV
Andrew Peterson
Sparks, NV
Donald Peterson
Sparks, NV

This content was compiled from the SEC and FINRA.

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