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Daniel Mark Ruske

Peterson Wealth Advisors, LLC

Orem, UT

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Current Employers
Peterson Wealth Advisors, Llc

360 West 920 North, Orem, UT 84057 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2020-07-29
  • UT RA
    APPROVED
    Since 2020-07-29

Branch Locations

360 West 920 North, Orem, UT 84057 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Zions Bank Orem UT 09/2016 06/2017
Upwell Health Services Orem UT 08/2017 05/2018
Net Worth Advisory Group Sandy UT 05/2018 03/2019
Peterson Wealth Advisors Orem UT 03/2019 07/2020
Peterson Wealth Advisors, Llc Orem UT 07/2020 Present
Greenix Columbus OH 06/2017 08/2017
  • 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
    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

View on SEC IAPD

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