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Alison Marie Mcfadden

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 2025-07-21
  • UT RA
    APPROVED
    Since 2025-07-21

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
Student Dripping Springs TX 06/2015 05/2020
Student Provo UT 05/2020 05/2021
Service Volunteer Denver CO 05/2021 02/2022
Student Provo UT 05/2022 05/2023
Bottom Line Refined San Diego CA 05/2023 04/2024
Forvis Mazars Salt Lake City UT 05/2024 08/2024
Student Provo UT 09/2024 04/2025
Peterson Wealth Advisors, Llc Orem UT 03/2025 Present
Peterson Wealth Advisors, Llc Orem UT 06/2025 Present
  • 06/2015 → 05/2020
    Student
    Dripping Springs, TX
  • 05/2020 → 05/2021
    Student
    Provo, UT
  • 05/2021 → 02/2022
    Service Volunteer
    Denver, CO
  • 05/2022 → 05/2023
    Student
    Provo, UT
  • 05/2023 → 04/2024
    Bottom Line Refined
    San Diego, CA
  • 05/2024 → 08/2024
    Forvis Mazars
    Salt Lake City, UT
  • 09/2024 → 04/2025
    Student
    Provo, UT
  • 03/2025 → Present
    Peterson Wealth Advisors, Llc
    Orem, UT
  • 06/2025 → Present
    Peterson Wealth Advisors, Llc
    Orem, UT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-07-18
  • S65 Uniform Investment Adviser Law Examination
    2025-07-18

View on SEC IAPD

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Other Offices

DIVERSIFY WEALTH MANAGEMENT, LLC · OREM, UT
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DIVERSIFY WEALTH MANAGEMENT, LLC · OREM, UT
DIVERSIFY ADVISORY SERVICES, LLC · OREM, UT
SUMMIT WEALTH LLC · OREM, UT
DIVERSIFY WEALTH MANAGEMENT, LLC · OREM, UT
DIVERSIFY ADVISORY SERVICES, LLC · Orem, UT
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