![Donald Scott Peterson](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Mr. Donald S.
Peterson is an Investment Advisor Representative & Principal at Peterson Wealth Management LLC.
His extensive knowledge in American History, plus years of experience in fundamental and technical securities analysis, allows him to guide clients through the financial market’s ups and downs.
Using this background, he constructs investment models tailored to an individual client’s investment objectives, timeframes and goals.
He began his career in 1987 with Edward Jones.
In 2004, he left Edward Jones to form his own independent firm, Peterson Wealth Management.
He graduated from Gustavus Adolphus college in Minnesota with a B.S.
in American History and Political Science.
In addition he holds an M.A. in American History from Indiana University in Bloomington.
He holds multiple certifications and individual awards for his service to clients and their needs.
He has the Series 6, 7, 63, 66 and 24 securities licenses, as well as life, and health insurance licenses.
| Società | Posizione | Inizio |
|---|---|---|
Peterson Wealth Management LLC
 Peterson Wealth Management LLC Investment ManagersFinance PWM emphasizes on diversification in pursuit of superior risk-adjusted returns through investment cycles. In addition to identifying the particular vehicles to create client’s investment portfolio, the firm takes a look at the client’s entire financial landscape. | Amministratore Delegato | 01/01/2004 |
Attive
Inattive
Società nel listino
Aziende private
| Aziende private | 2 |
|---|---|
Gustavus Adolphus College
 Gustavus Adolphus College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Peterson Wealth Management LLC
Peterson Wealth Management LLC Investment ManagersFinance PWM emphasizes on diversification in pursuit of superior risk-adjusted returns through investment cycles. In addition to identifying the particular vehicles to create client’s investment portfolio, the firm takes a look at the client’s entire financial landscape. | Finance |
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