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Scott Martin Peterson

Peterson Wealth Advisors, LLC

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About Scott Martin Peterson

Scott Martin Peterson is an investment advisor representative at Peterson Wealth Advisors, LLC. Scott has been in the financial services industry for over 30 years, previously working at Mutual Securities, Inc., Securities America, Inc., Tower Square Securities, Inc. and Pruco Securities Corporation. Scott specializes in providing financial planning services to individuals and businesses and is a Chartered Financial Consultant. Scott is also a Professor at Brigham Young University where he teaches a class about retirement.

Firm Information

Scott Peterson is currently registered with Peterson Wealth Advisors, LLC. Peterson Wealth Advisors, LLC is an investment advisor located in OREM, UT. The firm provides financial planning and portfolio management services for individuals, high-net-worth individuals, corporations or other businesses, and charitable organizations. As of the most recent reporting period, the firm managed approximately $567,431,332 in assets for 1,588 clients. The firm has 10 investment advisor representatives and 1 licensed agent.
Peterson Wealth Advisors, LLC

360 WEST 920 NORTH

OREM, UT 84057

$567.43M

Assets Under Management

Not reported

Total Clients

10

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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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.

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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percentage of assets

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

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Scott Peterson’s Registration & Firm History

UT

03/20/2008 - Present

Peterson Wealth Advisors, LLC (OREM UT)

UT

10/28/2010 - 10/31/2019

MUTUAL SECURITIES, INC. (OREM UT)

UT

01/14/1999 - 11/02/2010

SECURITIES AMERICA, INC. (OREM UT)

CA

04/24/1997 - 12/17/1998

TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)

NJ

03/17/1987 - 04/08/1997

PRUCO SECURITIES CORPORATION (NEWARK NJ)

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Licenses & Designations

BC

Issued 02/26/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/21/2004

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/16/1987

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Scott Martin Peterson.
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