Shaun Robert Peterson

Employer firm

Peterson Wealth Services Inc. CRD 288620

$529M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2009 → 10/2020
  Raymond James Financial Services Advisors Inc.
  South Ogden, UT
• 10/2009 → 10/2020
  Raymond James Financial Services, Inc.
  Ogden, UT
• 11/2017 → Present
  Utah Divorce Planning
  South Ogden, UT
• 08/2018 → Present
  Spete Holdings Inc.
  South Ogden, UT
• 09/2020 → Present
  Peterson Wealth Services,Inc
  South Ogden, UT
• 09/2011 → Present
  Peterson Wealth Services, Inc
  South Ogden, UT

Previous Registrations

• 2011-11-30 → 2020-10-02
  Raymond James Financial Services Advisors, Inc
  Ogden, UT
  South Ogden, UT

Other Businesses

1) SPete Holdings Inc-South Ogden, UT Nature of the Business: An S-Corp that is used to receive payments from Peterson Wealth Services (unpaid) Position/Title: Officer - CEO Investment Related:No Start Date: 08/06/2018 Hours per month devoted to this business: 0 Hours per month devoted to this business during trading hours: 0 Description of duties: I am paid via Direct Pay into my personal RJ account then the funds are deposited into SPete Holdings Inc. I then run a payroll for myself. That is the sole and only purpose of this entity. 2) UTAH DIVORCE PLANNING. NOT INVESTMENT RELATED. CERTIFIED DIVORCE FINANCIAL ANALYST. STARTED:11/2017. 1523 E Skyline Dr. Ste C SOUTH OGDEN, UT. 10 HRS PER MONTH, 0 DURING TRADING HRS. GATHER AND ANALYZE DATA FOR DIVORCING CLIENTS. 3) Currently I am a Registered Rep with Raymond James Financial Services. Our firm is transitioning to its own RIA for which I am registering for now. 4) Livastride Youth Foundation is a non-profit for which I am on the board 5) I am also named as a successor TTE for my parent trust 6) CEO; 3 Pete Holdings LLC; Investment Related: Yes; Location: 4161 S Jupiter Dr, SLC, UT, 84124; Description of the business: This is an LLC created to for my ownership in a 2nd home.; Responsibilities Duties: No responsibilities or duties as this is just an LLC for holding my ownership in a 2nd home.; Start date with business: 2021-12-27; Hours devoted to business during trading hours: 0; Hours devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 0.

Exams

• S66 Uniform Combined State Law Examination
  2011-11-22