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Jeffrey Carlisle Petersen

PETERSEN HASTINGS INVESTMENT MANAGEMENT INC·KENNEWICK, Washington
Unclaimed Profile
8203 W QUINAULT, KENNEWICK, WA 99336CRD# 1676557Firm CRD# 110952
01

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.

02

Focus Areas

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

Firm Overview

Firm
PETERSEN HASTINGS WEALTH ADVISORS, INC.
PETERSEN HASTINGS WEALTH ADVISORS, INC.
AUM
$1.1B
Regulatory assets under management
Employees
19
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
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 1676557
Firm CRD# 110952
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Benjamin David Messinger — HABERLING FINANCIAL GROUP, INC.Timothy Michael Tallman — HABERLING FINANCIAL GROUP, INC.Robert M Lagonegro — HABERLING FINANCIAL GROUP, INC.William Ting Hsiang Wang — HFG ADVISORS, INC.Jon Tyler Haberling — HABERLING FINANCIAL GROUP, INC.
Nearby cities in Washington
SEATTLE (905)BELLEVUE (345)SPOKANE (98)VANCOUVER (76)TACOMA (62)
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Research
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