David Stanley Petso

Employer firm

Modern Wealth Management, LLC CRD 324624

$10.9B regulatory AUM 5 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2001 → 01/2025
  Petso Financial Consultants Llc
  Boise, ID
• 01/2016 → Present
  Mutual Securities, Inc.
  Camarillo, CA
• 10/2024 → Present
  Modern Wealth Management, Llc
  Lenexa, KS

Previous Registrations

• 2015-11-16 → 2024-12-31
  Petso Financial Consultants Llc
  Boise, ID
• 2005-03-28 → 2015-12-31
  Cambridge Investment Research Advisors, Inc.
  Boise, ID
• 2002-10-17 → 2005-03-28
  Cambridge Investment Research, Inc.
  Boise, ID

Other Businesses

1. Mutual Securities, Inc., Start Date: 01/07/2016, 807-A Camarillo Springs Rd., Camarillo, CA 93012, Registered Representative, Investment Related, 15 Hours per month during Securities trading hours, 0 Hours per month outside of Securities trading hours. 2. Modern Wealth Management, Start Date: 10/18/2025, 1405 W Main St., Boise, ID 83702, Corporation, RIA Firm, Managing Director Boise, RIA and Management duties, Not Investment Related, 150 Hours per month, 6 Hours per day during Securities trading hours. 3. Radio Show - KIDO 850AM, Start Date: 04/01/1990, 200 Park St.., Boise, ID 83702, Corporation, Radio Station, Radio Show Host, Investment Related, 8 Hours per month during Securities trading hours, 0 Hours per month outside of Securities trading hours. 4. Hillcrest Country Club, Start Date: 02/01/2018, 4610 Hillcrest Dr., Boise, ID, Non-Profit, Golf and Country Club, Board Member, Board Member/Vice President, Not Investment Related, 5 Hours per Month, 0 Hours per day during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  1986-05-03

Designations

• Certified Financial Planner