RIA Intelligence

PETERSON FINANCIAL SERVICES LLC

CRD #106127 SEC #801-123636 DENVER, CO 303-831-4800
SEC Registered
Total AUM
$112.4M
Discretionary
$111.9M
Employees
2
Clients
0
Accounts
165

Firm Details

Organization Type
Limited Liability Company
State of Formation
Colorado
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Feb 5, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
PETERSON FINANCIAL SERVICES LLCDEMANAGING MEMBERE Control
PETERSON FINANCIAL SERVICES LLCDEMANAGING MEMBERE Control
PETERSON, KIRK, ROBERTICHIEF COMPLIANCE OFFICERE Control
PETERSON, KIRK, ROBERTIMANAGING MEMBER / CCOE Control
PETERSON, KIRK, ROBERTICHIEF COMPLIANCE OFFICERE Control
PETERSON, KIRK, ROBERTICHIEF COMPLIANCE OFFICERE Control
PETERSON, KIRK, ROBERTICHIEF COMPLIANCE OFFICERE Control
PETERSON, KIRK, ROBERTICHIEF COMPLIANCE OFFICERE Control
PETERSON, KIRK, ROBERTICHIEF COMPLIANCE OFFICERE Control
PETERSON, KIRK, ROBERTICHIEF COMPLIANCE OFFICERE Control
PETERSON, KIRK, ROBERTICCO, MANAGING MEMBER, OWNERE Control
PETERSON, KIRK, ROBERTICHIEF COMPLIANCE OFFICERE Control
PETERSON, KIRK, ROBERTICCO, MANAGING MEMBER, OWNERE Control
PETERSON, KIRK, ROBERTICCO, MANAGING MEMBER, OWNERE Control
PETERSON, KIRK, ROBERTICCO, MANAGING MEMBER, OWNERE Control

Registrations

Federal

IA
Feb 5, 2025 REGISTERED

Notice Filings (2)

CO TX

Address

1726 CLARKSON STREET
DENVER, CO 80218
United States
Phone: 303-831-4800