Carl F. Petersen, Inc.

Annette Petersen is a Series 65-licensed financial advisor at Carl F. Petersen, Inc. in Prescott, AZ, with 22 years of industry experience. She has been with the firm since 1988. Carl F. Petersen, Inc. serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, small businesses, and investment companies, managing approximately $43 million for about 130 clients. The firm employs proprietary technical and quantitative models across ETF-based strategies, emphasizing systematic timing indicators, tailored investment policy statements, and regular portfolio reviews.

Trent Watson is a financial advisor at Carl F. Petersen, Inc. with 17 years of industry experience. He holds a Series 65 designation and has been with the firm since 2008. Carl F. Petersen, Inc. provides personalized investment management and occasional financial planning to a varied client base that includes individuals, pension and profit-sharing plans, trusts, charitable organizations, small businesses, and investment companies. The firm uses proprietary technical and quantitative models across core ETF-based strategies and emphasizes systematic timing indicators, tailored investment policy statements, and regular portfolio reviews.

Carl Petersen is a Series 65 licensed financial advisor with 28 years of experience at Carl F. Petersen, Inc., located in Prescott, AZ. He has been with the firm since its founding in 1998. Outside of his advisory role, Petersen is involved as a commodity pool operator or commodity trading advisor with CB Trading. Carl F. Petersen, Inc. serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, small businesses, and investment companies, managing approximately $43 million for about 130 clients. The firm uses proprietary technical and quantitative models across four core ETF-based strategies and emphasizes systematic timing indicators, tailored investment policy statements, and regular portfolio reviews.

Carl Petersen Jr. is a financial advisor at Carl F. Petersen Inc. with 18 years of industry experience. He holds a Series 65 designation and has worked at Carl F. Petersen Inc. since 2008 and at CB Trading Inc. since 2019. He is a director of CB Trading, an incubator fund established in the British Virgin Islands that consists solely of principal funds. Carl F. Petersen Inc. provides personalized investment management and occasional financial planning to individuals, trusts, pension and profit-sharing plans, charitable organizations, small businesses, and investment companies. The firm manages approximately $43 million for about 130 clients, using proprietary technical and quantitative models across ETF-based strategies and emphasizing systematic timing indicators and regular portfolio reviews.

Nicholas Petersen is a financial advisor at Carl F. Petersen, Inc. in Prescott, AZ, holding a Series 65 designation with 10 years of industry experience. He has been affiliated with Copenhagen Business School since 2011. Carl F. Petersen, Inc. is a team-based firm managing approximately $43 million for about 130 clients, offering personalized investment management and occasional confidential financial planning. The firm serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, small businesses, and investment companies, employing proprietary technical and quantitative models across core ETF-based strategies with an emphasis on systematic timing indicators and tailored investment policy statements.