Unclaimed Profile

Jeffrey Carlisle Petersen

PETERSEN HASTINGS INVESTMENT MANAGEMENT INC·KENNEWICK, Washington

Series 6, Series 22, Series 63Clean record39 years registeredPETERSEN 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 · 39 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PETERSEN HASTINGS INVESTMENT MANAGEMENT INC

CARLISLE SOCIAL INVESTMENTS, LLC

Dec 2000 – Dec 2003

KENNEWICK, WA

PETERSEN HASTINGS INVESTMENT MANAGEMENT INC

Aug 1987 – Feb 2022

KENNEWICK, WA

Registrations & Exams

FINRA examinations passed

Series 6

Series 22

Series 63

Registration record

First registered · August 12, 1987

Years registered · 39

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PETERSEN HASTINGS WEALTH ADVISORS, INC.

CRD 110952 · SEC 801-19727

AUM

$1.1B

Regulatory assets under management

Employees

2,691 client accounts

Services offered by PETERSEN HASTINGS WEALTH ADVISORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

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

Introduction

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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.

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, last registered with PETERSEN HASTINGS INVESTMENT MANAGEMENT INC.

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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