Andrew Jacob Bennett
Investment adviser representative at Petersen Hastings Wealth Advisors, Inc.
10 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
10 years in the industry.
- Petersen Hastings Wealth Advisors, Inc.Nov 2024 to now
- Sole Proprietor / Independent ContractorApr 2023 to Oct 2024
- USAAFeb 2022 to Mar 2023
- StudentMay 2021 to Jan 2022
- Inter-coastal ElectronicsFeb 2021 to Apr 2021
- UnemployedNov 2020 to Jan 2021
- Dynamic Systems, Inc.Jul 2019 to Oct 2020
- NfrastructureMar 2019 to Jun 2019
- StudentSep 2017 to Feb 2019
- TargetJun 2016 to Aug 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
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
- 8071544
- Firm CRD
- 110952