Trever Peterson
Investment adviser representative at Ip Financial Advisory Services LLC
14 yearsExperience
2 statesRegistered in
$481.4MFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Ip Financial Advisory Services LLCFeb 2023 to now
- Innovation Partners LLCFeb 2023 to now
- Equitable Advisors, LLCJun 2020 to Feb 2023
- AXA Advisors LLCJun 2020 to Jun 2020
- LPL Financial, LLCJul 2012 to May 2020
- East Idaho Credit UnionJul 2012 to Apr 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 2 states (ID, UT).
Ip Financial Advisory Services LLC
$481.4MAssets managed
2,001Clients
133Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4989342
- Firm CRD
- 305772