Shaun
Peterson
Peterson Wealth Services Inc
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About this Advisor
Shaun Peterson is a financial advisor based in Ogden, Utah, working with Peterson Wealth Services Inc. Shaun has previously held positions at Raymond James Financial Services Advisors Inc, Raymond James Financial Services, Inc, Utah Divorce Planning, Spete Holdings Inc, Peterson Wealth Services, Inc, and Peterson Wealth Services, Inc. Shaun has passed the Series 66 regulatory exam and is registered to provide services in Texas and Utah. Currently, Shaun 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
Shaun Peterson Work History
Peterson Wealth Services,Inc
Spete Holdings Inc
Utah Divorce Planning
Peterson Wealth Services, Inc
Raymond James Financial Services Advisors Inc
Raymond James Financial Services, Inc
Disclosures
Please visit the SEC profile of Shaun 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
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