Cade S Peterson
Investment adviser representative at Peterson Wealth Services Inc.
10 yearsExperience
2 statesRegistered in
$528.5MFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Peterson Wealth Services, Inc.Apr 2020 to now
- Utah Divorce PlanningApr 2020 to now
- UnemployedMay 2019 to Mar 2020
- Olive GardenAug 2018 to Apr 2019
- TaggartsMay 2018 to Aug 2018
- UnemployedMar 2018 to Apr 2018
- True ValueMay 2016 to Feb 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
Peterson Wealth Services Inc.
$528.5MAssets managed
453Clients
4Advisers
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
- 7245060
- Firm CRD
- 288620