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Walter Paul Peterson

Soltis Investment Advisors, LLC

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About Walter Paul Peterson

Walter Paul Peterson is a registered investment advisor representative. Walter has been actively engaged in the financial industry. Walter currently holds a Series 65 license and is registered in Utah. Walter is associated with Soltis Investment Advisors, LLC. The firm is headquartered in St. George, Utah, and offers a range of advisory services including financial planning, pension consulting, educational seminars, portfolio management for businesses and individuals, and the publication of periodicals. Walter has extensive experience in the financial services industry, and he works closely with clients to understand their financial goals and develop customized investment strategies.

Firm Information

Walter Peterson is currently registered with Soltis Investment Advisors, LLC. Soltis Investment Advisors, LLC is a registered investment advisor headquartered in St. George, UT. The firm provides financial planning, pension consulting, and educational seminars. They also publish periodicals and select other advisors. Soltis Investment Advisors manages portfolios for individuals, businesses, and pooled investment vehicles. They manage over $6.8 billion in assets for 3,884 clients, primarily high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.
Soltis Investment Advisors, LLC

20 NORTH MAIN

ST. GEORGE, UT 84770

$6.82B

Assets Under Management

17

Total Clients

53

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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.

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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Walter Peterson’s Registration & Firm History

UT

06/26/2024 - Present

Soltis Investment Advisors, LLC (ST. GEORGE UT)

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Licenses & Designations

IA

Issued 04/29/2024

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Walter Paul Peterson.
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