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Donald Scott Peterson

PETERSON WEALTH MANAGEMENT, LLC·SPARKS, Nevada
Unclaimed Profile
2255 GREEN VISTA DRIVE, SPARKS, NV 89431CRD# 1772237Firm CRD# 285415
01

About

Donald Scott Peterson is a registered financial advisor based in SPARKS, Nevada, affiliated with PETERSON WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
PETERSON WEALTH MANAGEMENT, LLC
PETERSON WEALTH MANAGEMENT, LLC
AUM
$185M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at PETERSON WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 1772237
Firm CRD# 285415
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Donald Scott Peterson offer?
Donald Scott Peterson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SPARKS, Nevada for a consultation.
What are Donald Scott Peterson's credentials?
Donald Scott Peterson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Donald Scott Peterson located?
Donald Scott 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 Donald Scott Peterson charge for services?
Donald Scott 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 in SPARKS
Jonathan Burnett Evans — 8090 PARTNERS LLCJess David Peterson — PETERSON WEALTH MANAGEMENT, LLCCindy Peterson — PETERSON WEALTH MANAGEMENT, LLCAndrew George Peterson — PETERSON WEALTH MANAGEMENT, LLCTiffany Lea Peterson — PETERSON WEALTH MANAGEMENT, LLC
Nearby cities in Nevada
LAS VEGAS (195)RENO (129)HENDERSON (31)INCLINE VILLAGE (26)CARSON CITY (6)
City Guides
LAS VEGAS GuideRENO GuideHENDERSON GuideINCLINE VILLAGE GuideCARSON CITY Guide
Research
Advisor Fees in NevadaNational Fee Analysis
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