Mathew Joseph-jack Legard
Investment adviser representative at Petersen Hastings Wealth Advisors, Inc.
12 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
12 years in the industry.
- Petersen Hastings Wealth Advisors, Inc.Apr 2024 to now
- UnemployedOct 2023 to Mar 2024
- Kellers Supply CoJul 2023 to Sep 2023
- StudentJul 2014 to Jun 2023
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
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
- 7955457
- Firm CRD
- 110952