Donald
Peterson
Peterson Wealth Management, LLC
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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
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Peterson Wealth Management, LLC Brokerage Details
$132,675,897
3
726
$182,749
Let us help match you with the right financial advisor for your needs.
Answer a few questions to get a personalized match.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.
M.S. Howells & Co
Peterson Wealth Management, LLC
Peterson Wealth Management, LLC
First Allied Advisory Services, Inc
First Allied Securities, Inc
Disclosures
Donald Peterson has disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Peterson Wealth Management, LLC
Sparks, NV
Sparks, NV
Sparks, NV
This content was compiled from the SEC and FINRA.