Best Investors Account Sign in
Inactive

Alison Marie Mcfadden

Peterson Wealth Advisors, LLC

Orem, UT

CRD 8113904

Claim This Profile
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 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

Nearby Firms

DIVERSIFY WEALTH MANAGEMENT, LLC
DIVERSIFY ADVISORY SERVICES, LLC
SUMMIT WEALTH LLC

Nearby Investors

JAMES E SPAINHOWER
ADAM NATHAN TAYLOR
KENNETH G. BOWN

Nearby Offices

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

More in Orem, UT

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor