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Kathy Jean Peterson

Aldrich Wealth LP

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About Kathy Jean Peterson

Kathy Peterson is a registered investment advisor representative in Oregon and California. Kathy has over 30 years of experience in the financial industry, working for a range of firms including Columbia Financial Center Incorporated and Arnerich Massena, Inc. Kathy specializes in providing financial planning, pension consulting, portfolio management for businesses and individuals, and selection of other advisers to clients. Kathy is currently registered with Aldrich Wealth LP and works out of their Lake Oswego, Oregon office.

Firm Information

Kathy Peterson is currently registered with Aldrich Wealth LP. Aldrich Wealth LP is an investment advisor based in LAKE OSWEGO, OR. The firm manages approximately $5.57 billion in assets for individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and other investment advisors. Their services include financial planning, portfolio management, pension consulting, and tax services.
Aldrich Wealth LP

5665 SW MEADOWS RD

LAKE OSWEGO, OR 97035

$5.57B

Assets Under Management

4

Total Clients

24

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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tax services

Tax services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Kathy Peterson’s Registration & Firm History

OR

01/01/2025 - Present

Aldrich Wealth LP (LAKE OSWEGO OR)

OR

10/30/1989 - 04/02/1996

COLUMBIA FINANCIAL CENTER INCORPORATED (PORTLAND OR)

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Licenses & Designations

IA

Issued 06/27/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/09/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/19/1994

Series 7 - General Securities Representative Examination

BC

Issued 10/26/1989

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kathy Jean Peterson.
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