Kenneth John Peterson
Advisor at Mutual Advisors, LLC — Reno, NV
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 63, Series 65
Experience Industry experience
39 years
Location
Reno, NV
Mutual Advisors, LLC
Multi-team
Kenneth Peterson is a CFP® with 39 years of industry experience, currently serving as a financial advisor at Mutual Advisors, LLC since 2024. He has held advisory roles at Fortitude Advisory Group, LLC dba Sound Wealth Partners for 10 years, Alpha Cubed Investments, LLC for 8 years, and Private Advisory Group LLC for 2 years. Mutual Advisors offers investment management, financial planning, and consulting services to a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, and institutional investors. The firm combines institutional capabilities with operational flexibility, managing approximately $8.5 billion in assets and providing services that include active and passive portfolio strategies, third-party manager access, and specialized solutions for sovereign wealth funds and other institutional clients.
Based on Mutual Advisors, LLC
Financial Consultation Service may be quoted as a fixed fee based on project scope
$0+: Up to 2.00% annually, negotiable and may be fixed flat, tiered, or linear fee schedule $0+: 0.25% to 1.25% annually for American Funds F2 Direct Accounts, fees can be fixed flat or tiered $0+: Up to 1.00% annually for ERISA Plan Advisory & Consulting Services, negotiable, may be fixed flat, tiered, or linear
Available through related broker-dealer Mutual Securities, Inc. for commissionable insurance and securities products; IARs do not receive advisory fees on these assets
Fees for consulting services may be based on hourly rates, percentage of assets, or flat fees depending on engagement
Minimum fee: May include a minimum quarterly fee, but it may be waived at the IAR's discretion Fee-only: Financial Consultation Service offered for a negotiated fixed fee or other fee arrangements; retainer up to $1,200 may be required
Reno, NV
Reno NV
Advisors at this office
1
California · Nevada · Texas
39 years of industry experience
Mutual Advisors, LLC.
2024 - Present • 2 years
Omaha, NE
Fortitude Advisory Group, LLC dba Sound Wealth Partners
2016 - Present • 10 years
Gig Harbor, WA
Alpha Cubed Investments, LLC
2016 - 2024 • 8 years
Irvine, CA
Private Advisory Group LLC
2014 - 2016 • 2 years
Gig Harbor, WA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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