Kurtis John Petersons
Investment adviser representative at R M Davis Inc
10 yearsExperience
1 stateRegistered in
$8.2BFirm assets
48 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
Experience
10 years in the industry.
- R M Davis IncMar 2025 to now
- R.M. Davis, Inc.Apr 2023 to now
- Saola CapitalAug 2016 to Mar 2023
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (ME).
R M Davis Inc
$8.2BAssets managed
2,437Clients
22Advisers
48 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
- 8036563
- Firm CRD
- 105448