Kaden Verl Waters

Employer firm

Peterson Wealth Advisors, LLC CRD 146349

$830M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars

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

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

Current Employers

Employment History

• 02/2015 → Present
  Fidelity Brokerage Services, Llc
  American Fork, UT
• 02/2015 → 03/2023
  Fidelity Investments
  Lehi, UT
• 03/2023 → Present
  Peterson Wealth Advisors
  Orem, UT
• 03/2023 → Present
  Peterson Wealth Advisors, Llc
  Orem, UT

Previous Registrations

• 2018-09-26 → 2023-02-28
  Fidelity Personal And Workplace Advisors
  American Fork, UT

Exams

• S66 Uniform Combined State Law Examination
  2018-09-07
• S63 Uniform Securities Agent State Law Examination
  2015-04-04

Designations

• Certified Financial Planner