linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Scott M Peterson

Financial & TAX Architects, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Scott? Claim Your Profile

About Scott M Peterson

Scott Peterson is a registered representative of Financial & Tax Architects, LLC. Scott has over 8 years of experience in the financial services industry and is licensed in Illinois, Missouri, and Texas. Scott holds a Series 7, Series 66 and SIE license and is a registered Investment Advisor Representative. He is also an Independent Insurance Agent selling a variety of insurance products. Prior to joining Financial & Tax Architects, LLC, Scott was with Edward Jones. Financial & Tax Architects, LLC provides portfolio management services to individuals and businesses. The firm also provides financial planning, educational seminars, and sub-advisory services.

Firm Information

Scott Peterson is currently registered with Financial & TAX Architects, LLC. Financial & TAX Architects, LLC is a St. Louis, MO-based investment advisor firm with approximately $409.9 million in regulatory assets under management. The firm provides financial planning and portfolio management services to individuals and other investment advisors. They specialize in retirement planning and offer educational seminars. Their client base includes high-net-worth individuals and other individuals.
Financial & TAX Architects, LLC

12412 POWERSCOURT DRIVE

ST. LOUIS, MO 63131

$409.93M

Assets Under Management

Not reported

Total Clients

20

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.

check

financial planning services

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

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

sub-advisory services

Sub-advisory 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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Scott Peterson’s Registration & Firm History

MO

06/27/2024 - Present

Financial & TAX Architects, LLC (ST. LOUIS MO)

MO

07/29/2014 - 06/05/2019

EDWARD JONES (ST LOUIS MO)

Not sure if Scott M Peterson is right for you?

Licenses & Designations

BOTH

Issued 09/26/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/28/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Scott M Peterson.
Not sure if Scott M Peterson is right for you?