Susan L. Larson
Investment adviser representative at Petersen Hastings Wealth Advisors, Inc.
13 yearsExperience
1 stateRegistered in
$1.6BFirm assets
43 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Petersen Hastings Wealth Advisors, Inc.Oct 2024 to now
- UnemployedJun 2023 to Sep 2024
- Bank of America, N.A.Sep 2020 to May 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2020 to May 2023
- J.P. Morgan Chase Bank, NAOct 2019 to Aug 2020
- J.P. Morgan Securities LLCOct 2019 to Aug 2020
- UnemployedJan 2019 to Oct 2019
- Cuso Financial Services, L.P.Apr 2018 to Jan 2019
- Numerica Credit UnionApr 2018 to Jan 2019
- Samuel JaramilloJan 2017 to May 2018
- Nylife Securities LLCNov 2013 to Apr 2018
- New York Life Insurance CompanyNov 2013 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (WA).
Petersen Hastings Wealth Advisors, Inc.
$1.6BAssets managed
1,309Clients
16Advisers
43 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
- 6267347
- Firm CRD
- 110952