Cade
Peterson
Peterson Wealth Services Inc
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About this Advisor
Cade Peterson is a financial advisor who works in Ogden, Utah with a total of 1 year of industry experience. Peterson is on the advisory team at Peterson Wealth Services Inc. Their career trajectory has included roles at Spencer'S Fur Farm, True Value, Taggarts, Olive Garden, Utah Divorce Planning, Peterson Wealth Services, Peterson Wealth Services, Inc and Na. Peterson holds Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in Texas and Utah. Peterson Wealth Services Inc is a registered investment business based in Ogden, UT. The investment advisory business has a total of six financial advisors. It has $309 million in assets under management between its 364 customer accounts, making it one of the mid-sized firms in the nation by assets under management. The firm provides services to two charities and foundations. Of its 364 customer accounts, just 3% are held by high-net-worth clients who have more than $1 million in assets. The advisory firm has a set of services, including financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors typically depend on the financial services offered. However, fee types charged by Peterson Wealth Services Inc likely are comprised of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Peterson Wealth Services Inc Brokerage Details
$308,670,598
6
364
$847,996
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Cade Peterson Work History
Cade has been registered as a financial advisor for 1 years.*
Peterson Wealth Services, Inc
Utah Divorce Planning
Peterson Wealth Services
Na
Taggarts
Olive Garden
Na
True Value
Na
Spencer'S Fur Farm
*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 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 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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