Cade
Peterson
Peterson Wealth Services Inc
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About this Advisor
Cade Peterson is a financial advisor based in Ogden, Utah, working with Peterson Wealth Services Inc. Cade has previously held positions at Spencer's Fur Farm, True Value, Taggarts, Olive Garden, Utah Divorce Planning, Peterson Wealth Services, and Peterson Wealth Services, Inc. Cade has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Texas and Utah. Currently, Cade is part of Peterson Wealth Services Inc, which operates out of Ogden, Utah. The firm has 1 office and 7 employees. The firm manages assets totaling $394.0 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Peterson Wealth Services Inc includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Peterson Wealth Services Inc Brokerage Details
$394,014,090
7
391
$1,007,709
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Cade Peterson Work History
Peterson Wealth Services, Inc
Utah Divorce Planning
Peterson Wealth Services
Na
Taggarts
Olive Garden
Na
True Value
Na
Spencer'S Fur Farm
Disclosures
Please visit the SEC profile of Cade 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 Services Inc
Ogden, UT
Ogden, UT
Ogden, UT
Ogden, UT
The content in this profile was updated by SmartAsset on 6/19/2024. 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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