Cole Petersen
Investment adviser representative at Wedbush Securities Inc.
11 yearsExperience
1 stateRegistered in
$6.7BFirm assets
56 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 assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Wedbush Securities Inc.Jul 2023 to now
- Edward JonesNov 2018 to Jul 2023
- Brokers GuildSep 2018 to Oct 2018
- Mile High Real EstateApr 2018 to Aug 2018
- Keller WilliamsFeb 2018 to Apr 2018
- StudentSep 2017 to Jan 2018
- Davita HealthcareFeb 2015 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (CO).
Wedbush Securities Inc.
$6.7BAssets managed
10,833Clients
218Advisers
56 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
- 7034669
- Firm CRD
- 877