Unclaimed Profile

Matthew James Petersen

PETERSEN HASTINGS WEALTH ADVISORS, INC.·KENNEWICK, Washington

Clean recordPETERSEN HASTINGS WEALTH ADVISORS, INC.

8203 W QUINAULT, KENNEWICK, WA 99336CRD# 6174279Firm CRD# 110952

Profile Verification

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

Identity

Matthew James Petersen · KENNEWICK, WA

Registration

CRD #6174279 · PETERSEN HASTINGS WEALTH ADVISORS, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Matthew James Petersen is a registered financial advisor based in KENNEWICK, Washington, affiliated with PETERSEN HASTINGS WEALTH ADVISORS, 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# 6174279

Firm CRD# 110952

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Matthew James Petersen offer?

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

What are Matthew James Petersen's credentials?

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

Where is Matthew James Petersen located?

Matthew James Petersen is based in KENNEWICK, Washington, working with PETERSEN HASTINGS WEALTH ADVISORS, INC.. Their office serves clients in the KENNEWICK metropolitan area and surrounding communities.

How does Matthew James Petersen charge for services?

Matthew James 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 WEALTH ADVISORS, INC.?

PETERSEN HASTINGS WEALTH ADVISORS, 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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