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Alek Reid Johnson

Peterson Wealth Advisors, LLC

Orem, UT

CRD 7079967

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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:

Current Employers
Peterson Wealth Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2021-06-23
  • UT RA
    APPROVED
    Since 2021-06-23

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
Peterson Wealth Advisors, Llc Orem UT 06/2021 Present
Peterson Wealth Advisors Orem UT 04/2021 Present
Horrocks Engineers Pleasant Grove UT 09/2019 04/2021
Utah State/Utah Valley University Logan/Orem UT 08/2017 08/2020
Northwestern Mutual Provo UT 04/2019 07/2019
S.E. Needham Jewelers Logan UT 05/2018 12/2018
Clear Home Logan UT 01/2018 05/2018
The Church Of Jesus Christ Of Latter-Day Saints Redlands CA 07/2015 07/2017
  • 06/2021 → Present
    Orem, UT
  • 04/2021 → Present
    Peterson Wealth Advisors
    Orem, UT
  • 09/2019 → 04/2021
    Horrocks Engineers
    Pleasant Grove, UT
  • 08/2017 → 08/2020
    Utah State/Utah Valley University
    Logan/Orem, UT
  • 04/2019 → 07/2019
    Northwestern Mutual
    Provo, UT
  • 05/2018 → 12/2018
    S.E. Needham Jewelers
    Logan, UT
  • 01/2018 → 05/2018
    Clear Home
    Logan, UT
  • 07/2015 → 07/2017
    The Church Of Jesus Christ Of Latter-Day Saints
    Redlands, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-06-16
  • S65 Uniform Investment Adviser Law Examination
    2021-06-16

View on SEC IAPD

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