Miranda Lynn Petersen

Current Employers

Employment History

• 08/2005 → 09/2025
  Avantax Investment Services, Inc.
  Bellingham, WA
• 02/2013 → 09/2025
  Avantax Advisory Services
  Bellingham, WA
• 08/2005 → Present
  Steele Financial Services Inc
  Bellingham, WA
• 02/2016 → 09/2025
  Avantax Insurance Agency, Llc
  Bellingham, WA
• 06/2017 → 02/2020
  Growler Keep
  Bellingham, WA
• 01/2025 → Present
  Steele Financial Services, Inc
  Bellingham, WA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Bellingham, WA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2013-02-07 → 2025-09-05
  Avantax Advisory Services
  Bellingham, WA

Other Businesses

1) STEELE FINANCIAL SERVICES, INC. POSITION: Vice President NATURE: Financial services including investment management, retirement planning, insurance (life, LTC, annuities), estate planning, tax planning, college planning. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 80 START DATE: 08/01/2005 ADDRESS: 119 Grand Ave Ste A, Bellingham WA 98225, United States DESCRIPTION: I own a third of the business and am the VP. I handle the investments and paperwork, manage and meet with clients, place trades, prepare financial projections. 2) STEELE FINANCIAL SERVICES, INC POSITION: Partner, VP, Financial Advisor NATURE: Steele Financial Services is a wealth management business, and Richard Steele CFP, CPA also prepares taxes. INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 60 START DATE: 01/01/2025 ADDRESS: 119 Grand Avenue, Suite A, Bellingham WA 98225, United States DESCRIPTION: I became a 50% partner on 1-1-25. I have been an employee since 2005. I am securities and insurance licensed and support our advisory and commission-based clients. I am a sub-rep of Richard Steele, manage accounts for my clients, and support his clients. I also help support Richard Steele during tax season, but I do not prepare tax returns. 3)PRIME SLATE HOLDINGS LLC POSITION: spouse of member NATURE: I live in a community property state and my husband Corey Ayers is starting an LLC with 3 friends (25% interest each) to acquire and develop real property. It's mission is "to transform underutilized single-family properties into small-scale, sustainable multifamily housing." Prime Slate is the holding company that will acquire property for development, manage it and collect rental income. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/03/2025 ADDRESS: 1311 W Oregon St, Bellingham WA 98225, United States DESCRIPTION: I am not involved except I had to sign the LLC agreement as spouse. He just applied for an EIN and needs to find a bank to work with. I don't anticipate this company taking off until 2026.

Exams

• S66 Uniform Combined State Law Examination
  2012-09-18
• S63 Uniform Securities Agent State Law Examination
  2005-11-19