Ben Y Peden
Investment adviser representative at Focus Partners Wealth, LLC
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$181.9BFirm assets
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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 feePerformance-basedOther
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
13 years in the industry.
- Focus Partners Wealth, LLCApr 2025 to now
- Investor's Fiduciary Advisor Network, LLCAug 2024 to Apr 2025
- Sherpa Wealth StrategiesJun 2023 to Jul 2024
- AmeripriseJun 2022 to Sep 2022
- Evergreen ConstructionJun 2021 to Dec 2021
- Central Washington UniversitySep 2019 to Jun 2023
- Nick's FramingJun 2019 to Aug 2020
- Burlington StoreJun 2018 to Jun 2019
- KmartJun 2017 to Jun 2018
- Dairy QueenJun 2016 to Jun 2017
- StudentAug 2013 to May 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (WA).
Focus Partners Wealth, LLC
$181.9BAssets managed
62,466Clients
1,049Advisers
14 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
- 7584421
- Firm CRD
- 159289