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Andrew George Peterson

PETERSON WEALTH MANAGEMENT, LLC·SPARKS, Nevada
SIE, Series 7TO, Series 63, Series 66Clean record7 years registeredPETERSON WEALTH MANAGEMENT, LLC
2255 GREEN VISTA DRIVE, SPARKS, NV 89431CRD# 5944571Firm CRD# 285415

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Andrew George Peterson · SPARKS, NV
Registration
CRD #5944571 · PETERSON WEALTH MANAGEMENT, LLC · 7 years registered
Brand Profile
Not yet started
01

Career History

PETERSON WEALTH MANAGEMENT, LLC
Jun 2019 – present
FIRST ALLIED ADVISORY SERVICES, INC.
Jun 2019 – Dec 2019
Sparks, NV
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7TO
Series 63
Series 66
Registration record
First registered · June 18, 2019
Years registered · 7
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PETERSON WEALTH MANAGEMENT, LLC
CRD 285415 · SEC 801-117241
AUM
$185M
Regulatory assets under management
Employees
7
951 client accounts
Services offered by PETERSON WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at PETERSON WEALTH MANAGEMENT, LLC →
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05

Frequently Asked Questions

What services does Andrew George Peterson offer?
Andrew George Peterson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SPARKS, Nevada for a consultation.
What are Andrew George Peterson's credentials?
Andrew George Peterson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Andrew George Peterson located?
Andrew George Peterson is based in SPARKS, Nevada, working with PETERSON WEALTH MANAGEMENT, LLC. Their office serves clients in the SPARKS metropolitan area and surrounding communities.
How does Andrew George Peterson charge for services?
Andrew George Peterson's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PETERSON WEALTH MANAGEMENT, LLC?
PETERSON WEALTH MANAGEMENT, LLC has approximately 7 employees and manages $185M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PETERSON WEALTH MANAGEMENT, LLC

Donald Scott Peterson
SPARKS, NV
Jess David Peterson
SPARKS, NV

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Nevada
LAS VEGAS (95)RENO (67)HENDERSON (22)INCLINE VILLAGE (5)CARSON CITY (4)PAHRUMP (2)GLENBROOK (2)ELKO (2)MINDEN (2)ZEPHYR COVE (1)
City Guides
LAS VEGAS GuideRENO GuideHENDERSON GuideINCLINE VILLAGE GuideCARSON CITY Guide
Research
Advisor Fees in NevadaNational Fee Analysis
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