Peterson Wealth Advisors
As retirement scholars, we recognize and implement tried and true methods of investing, but are constantly investigating new and better ways to maximize retirement income. We create trusted, long-term relationships with our clients and their families, and help them navigate the different stages of retirement by providing sound financial advice and expertise. Peterson Wealth Advisors is a registered investment adviser. This platform is solely for informational purposes. The content created by a third party or links to websites are for information and education only. The opinions expressed here are those from the firm and are subject to change without notice. Content posted by third parties is not attributable to the adviser or firm employees as the information regarding the Adviser within this post was not provided by the adviser. Testimonials or Third-party ratings that are shared will include the date, period of time, identity of the source, and if applicable, the compensation.
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Verified contacts
18
available on Kipplo
LinkedIn employees
20
11 to 50 range
Open roles
—
no listings
Distinct roles
13
indexed titles
Tech stack
2
tools in use
Monthly traffic
339
organic / mo
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Decision-makers and verified team members
18 contacts with verified email or phone · masked until revealed.
- AJ
Alek Johnson
Lead Advisor · General Business & Management
EmailPhone - TM
Tyler Minson
Director of Operations · Operations
EmailPhone - CD
Carson D. Johnson
Lead Financial Advisor · Finance & Accounting
EmailPhone - LP
Lindsey Peterson Nielson
Marketing Manager · Advertising & Marketing
EmailPhone - AM
Ali McFadden
Associate Wealth Advisor · Finance & Accounting
EmailPhone - DM
David Mawhinney
Certified Financial Planner Professional · Finance & Accounting
EmailPhone - DR
Daniel Ruske
Lead Financial Advisor · Finance & Accounting
EmailPhone - AC
Alex Call
Financial Advisor · Finance & Accounting
EmailPhone - EH
Everett Hatch
Marketing Specialist · Advertising & Marketing
EmailPhone
Showing 9 of 18 verified contacts
Top roles at Peterson Wealth Advisors
13 distinct titles indexed · top 10 shown.
- 4associate financial advisor
- 2financial advisor
- 2lead financial advisor
- 1associate advisor
- 1associate wealth advisor
- 1certified financial planner professional
- 1director of operations
- 1investment advisor
- 1investment advisor representative
- 1lead advisor
- +3more titles
Sign up to unlock all 18 contacts at Peterson Wealth Advisors
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