Petersen Advisors is a closely held, full-service company, dedicated to providing investment professionals the flexibility, resources, and experience needed to grow their business in our dynamic office setting. Our corporate culture fosters a family atmosphere while providing our investment professionals with the support they need to think independently in today’s complex regulatory environment.
For those who choose to join us, Petersen Advisors welcomes a wide range of financial professionals, from young talent with $250,000 to $500,000 in production looking to grow their business, to seasoned professionals with large portfolios who may be interested in succession planning. Mostly, Petersen Advisors is looking for those seeking a better working environment, who put the client first, and who are looking for the support of a strong, dependable team.
In addition to their focus on providing financial services, Petersen’s financial advisors collectively share a passion to give back to their communities and take part in a wide range of charitable activities. To learn more about our humanitarian vision, feel free to contact us.
At Petersen Advisors, you will find:
- The independence you seek to build your business
- A great working environment, composed of talented, dedicated professionals
- Access to the same investment products and solutions offered at larger firms, at competitive prices
- Generous payouts through our competitive benefits and compensation plans
- E&O Insurance
