Scott Martin Peterson

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:

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

Current Employers

Employment History

• 06/1997 → 12/2019
  Peterson Insurance Agency, Inc.
  Orem, UT
• 02/2008 → Present
  Peterson Wealth Advisors, Llc
  Orem, UT
• 10/2010 → 10/2019
  Mutual Securities
  Orem, UT

Previous Registrations

• 1999-03-09 → 2008-03-20
  Securities America Advisors, Inc.
  Orem, UT

Other Businesses

1. MARTIN PROPERTIES, CORPORATION, START DATE: 1997, 360 WEST 920 NORTH, OREM, UT 84057, COMMERCIAL PROPERTY MANAGEMENT, DIRECTOR & OFFICE BUILDING OWNER, NOT INVESTMENT RELATED, 2 HOURS PER MONTH, 0 HOURS PER DAY DURING TRADING HOURS. 2. WRITER, SOLE PROPRIETOR, START DATE: 2008, 360 W 920 N, OREM, UT 84057, BOOK WRITER, AUTHOR, NOT INVESTMENT RELATED, 10 HOURS PER MONTH, < 1 PER DAY DURING TRADING HOURS. 3. MR. PETERSON IS A PROFESSOR AT BRIGHAM YOUNG UNIVERSITY WHERE HE TEACHES A CLASS ABOUT RETIREMENT. 0 HOURS A MONTH ARE SPENT ON THIS ACTIVITY DURING TRADING HOURS. 6 HOURS A MONTH ARE SPENT ON THIS ACTIVITY OUTSIDE OF TRADING HOURS. HE RECEIVES LESS THAN $3,000 PER YEAR FOR TEACHING PER SEMESTER FOR THIS ACTIVITY.

Exams

• S63 Uniform Securities Agent State Law Examination
  1987-02-26

Designations

• Chartered Financial Consultant

Other Names

• Scott M Peterson