A complete list of active advisors currently associated with Peterson Financial Services LLC

Warmer can help you find a great advisor at Peterson Financial Services LLC or one who fits your needs even better.

Peterson Financial Services, LLC provides investment portfolio management, financial planning, and insurance services primarily to individual clients and retirement plans, and also manages non-retirement corporate accounts and trusts. The firm’s revenue is overwhelmingly asset-based and it focuses on mainstream liquid investments such as individual stocks, bonds, mutual funds and ETFs. The adviser manages most accounts on a discretionary basis after collecting a client profile that maps to one of six portfolio types; accounts are customized further for size, cash flow needs and client-imposed restrictions. Investment decisions combine fundamental and technical analysis to set long-term weightings rather than engage in classic market timing, and clients receive periodic position reports and internal rate-of-return reports in advance of scheduled reviews. Notable differences from many peers include the firm’s continuing insurance practice: the owner is a licensed insurance agent and the brochure states insurance work remains part of the firm’s offerings alongside portfolio management. The firm is a long-established, single-advisor practice that does not use third‑party managers or wrap programs, and the sole manager personally conducts client reviews and prepares the written performance and position reports that are mailed or provided ahead of review meetings.

To learn more about the advisors currently working at Peterson Financial Services LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.