Peterson Wealth Management

Finance · Michigan, United States · 1-10 Employees

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Overview

Headquarters

503 N Euclid Ave Ste 9A, Bay City, Michi...

Phone Number

(989) 684-5000

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
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Jun
ZI Rank
1
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About Peterson Wealth Management

We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. In addition to our experience as financial advisors, we also operate a full-service accounting and tax firm for individuals and businesses. Our combined knowledge of financial advisory, accounting and tax services helps us deliver a comprehensive experience to our clients. We believe that each client deserves the kind of care and dedication that we would provide to our own family. At Peterson Wealth Management, it is truly our family looking after yours. Our multi-generational approach to financial advising ensures that we will be here to take care of you and your future generations. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Member SIPC sipc.org Third party posts found on this profile do not reflect the views of LPL Financial anRead more
Peterson Wealth Management's Social MediaPopular SearchesPeterson Wealth Management LLCPeterson Wealth ManagementSIC Code 62,628NAICS Code 52,523Show more

Peterson Wealth Management Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Peterson Wealth Managemen...

<$5M
1-10
Private
-
2010
$9.1M
11-50
Private
-
2013
SM
Scott MillerExecutive Vice President
$5M
11-50
Private
-
2012
BC
Benjamin ColesChief Development Officer (Cdo)
<$5M
11-50
Private
<$5M
2005
AG
Aleen GordonFinancial Planning Assistant
<$5M
11-50
Private
-
1990
JS
John SchlatterFounder & CEO
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2008
LF
Loui FishManager, Marketing
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Peterson Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Peterson Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Peterson Wealth Management.

Peterson Wealth Management Tech Stack

A closer look at the technologies used by Peterson Wealth Management

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Frequently Asked Questions Regarding Peterson Wealth Management

What is Peterson Wealth Management's official website?
Peterson Wealth Management's official website is www.petersonwealthmgmt.com
What is Peterson Wealth Management's Revenue?
Peterson Wealth Management's revenue is <$5 Million
What is Peterson Wealth Management's SIC code?
Peterson Wealth Management's SIC: 62,628
What is Peterson Wealth Management's NAICS code?
Peterson Wealth Management's NAICS: 52,523
How many employees does Peterson Wealth Management have?
Peterson Wealth Management has 1-10 employees
What industry does Peterson Wealth Management belong to?
Peterson Wealth Management is in the industry of: Finance, Securities Trading
What is Peterson Wealth Management competition?
Peterson Wealth Management top competitors include: B Riley Wealth Management, Fountainhead Wealth, Alliance Wealth Advisors, Pillar Wealth Management
What technology does Peterson Wealth Management use?
Some of the popular technologies that Peterson Wealth Management uses are: Cloudflare Website Optimization, Neustar UltraDNS, Google Tag Manager, Font Awesome
How do I contact Peterson Wealth Management?
Peterson Wealth Management contact info: Phone number: (989) 684-5000 Website: www.petersonwealthmgmt.com
What does Peterson Wealth Management do?

We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. In addition to our experience as financial advisors, we also operate a full-service accounting and tax firm for individuals and businesses. Our combined knowledge... of financial advisory, accounting and tax services helps us deliver a comprehensive experience to our clients. We believe that each client deserves the kind of care and dedication that we would provide to our own family. At Peterson Wealth Management, it is truly our family looking after yours. Our multi-generational approach to financial advising ensures that we will be here to take care of you and your future generations. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Member SIPC sipc.org Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.Read More

What are Peterson Wealth Management social media links?
Peterson Wealth Management Linkedin page Peterson Wealth Management Facebook page
Is Peterson Wealth Management a public company?
Peterson Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Peterson Wealth Management

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