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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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HeadquartersOrem, United StatesEmployees20(11 to 50)Annual revenue$1M to <$10MWebsitepetersonwealth.comLinkedIn profileLinkedIn

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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18 contacts with verified email or phone · masked until revealed.

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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

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