Unclaimed Profile

Jeffrey Carlisle Petersen

PETERSEN HASTINGS INVESTMENT MANAGEMENT INC·KENNEWICK, Washington

Clean recordPETERSEN HASTINGS INVESTMENT MANAGEMENT INC

8203 W QUINAULT, KENNEWICK, WA 99336CRD# 1676557Firm CRD# 110952

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jeffrey Carlisle Petersen · KENNEWICK, WA

Registration

CRD #1676557 · PETERSEN HASTINGS INVESTMENT MANAGEMENT INC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jeffrey Carlisle Petersen is a registered financial advisor based in KENNEWICK, Washington, affiliated with PETERSEN HASTINGS INVESTMENT MANAGEMENT INC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

PETERSEN HASTINGS WEALTH ADVISORS, INC.

AUM

$1.1B

Regulatory assets under management

Employees

Total firm employees

View all advisors at PETERSEN HASTINGS WEALTH ADVISORS, INC. →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Regulatory

SEC/IARD CRD# 1676557

Firm CRD# 110952

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jeffrey Carlisle Petersen offer?

Jeffrey Carlisle Petersen specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in KENNEWICK, Washington for a consultation.

What are Jeffrey Carlisle Petersen's credentials?

Jeffrey Carlisle Petersen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey Carlisle Petersen located?

Jeffrey Carlisle Petersen is based in KENNEWICK, Washington, working with PETERSEN HASTINGS INVESTMENT MANAGEMENT INC. Their office serves clients in the KENNEWICK metropolitan area and surrounding communities.

How does Jeffrey Carlisle Petersen charge for services?

Jeffrey Carlisle Petersen'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 PETERSEN HASTINGS INVESTMENT MANAGEMENT INC?

PETERSEN HASTINGS INVESTMENT MANAGEMENT INC has approximately 19 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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