Unclaimed Profile

Robb M. Peterson

PETERSON INVESTMENT MANAGEMENT INC·SPOKANE, Washington

Series 7, Series 63, Series 65Clean record32 years registeredPETERSON INVESTMENT MANAGEMENT INC

421 W RIVERSIDE AVE, STE 315, SPOKANE, WA 99201-0402CRD# 1747275Firm CRD# 105634

Profile Verification

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

Identity

Robb M. Peterson · SPOKANE, WA

Registration

CRD #1747275 · PETERSON INVESTMENT MANAGEMENT INC · 32 years registered

Brand Profile

Not yet started

Career History

KAREL CAPITAL, INC.

Sep 2020 – present

PETERSON INVESTMENT MANAGEMENT INC

Aug 1993 – present

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · August 20, 1993

Years registered · 32

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PETERSON INVESTMENT MANAGEMENT INC

CRD 105634 · SEC 801-15225

AUM

$53M

Regulatory assets under management

Employees

81 client accounts

Services offered by PETERSON INVESTMENT MANAGEMENT INC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at PETERSON INVESTMENT MANAGEMENT INC →

Introduction

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Frequently Asked Questions

What services does Robb M. Peterson offer?

Robb M. Peterson specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in SPOKANE, Washington for a consultation.

What are Robb M. Peterson's credentials?

Robb M. Peterson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robb M. Peterson located?

Robb M. Peterson is based in SPOKANE, Washington, working with PETERSON INVESTMENT MANAGEMENT INC. Their office serves clients in the SPOKANE metropolitan area and surrounding communities.

How does Robb M. Peterson charge for services?

Robb M. Peterson's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PETERSON INVESTMENT MANAGEMENT INC?

PETERSON INVESTMENT MANAGEMENT INC has approximately 1 employees and manages $53M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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