Daniel Mark Ruske

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

• 09/2016 → 06/2017
  Zions Bank
  Orem, UT
• 08/2017 → 05/2018
  Upwell Health Services
  Orem, UT
• 05/2018 → 03/2019
  Net Worth Advisory Group
  Sandy, UT
• 03/2019 → 07/2020
  Peterson Wealth Advisors
  Orem, UT
• 07/2020 → Present
  Peterson Wealth Advisors, Llc
  Orem, UT
• 06/2017 → 08/2017
  Greenix
  Columbus, OH

Other Businesses

Project Team Member; Red Bird Homes; Investment Related: Yes; Location: Orem, UT; Description of the business: Daniel Ruske works with Red Bird Homes to purchase, repair, and sell properties.; Responsibilities Duties: Project planning and home repairs.; Start date with business: 2019-08-01; Hours devoted to business outside trading hours: 25; Percentage of total yearly compensation expected to be derived from the business: 20. Name of outside business: Landlord; Is the business investment related: Yes; Location of the business: 16 E 180 N, Orem UT 84057; Description of the business: Daniel M. Ruske owns and operates a single unit residential rental property.; Responsibilities Duties: Landlord; Start date with business: 2021-07-01; Hours devoted to business during trading hours: 0; Hours devoted to business outside trading hours: 5; Percentage of total yearly compensation expected to be derived from the business: 0. Daniel Mark Ruske rents out a basement apartment in his home located in Vineyard, Utah

Designations

• Certified Financial Planner