Active
PETERSON FINANCIAL SERVICES LLC
Investment Advice|DENVER, CO
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$112.4M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 111.9M |
| Non-Discretionary | 454K |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 106127 |
| SEC Number | 801-123636 |
| Street Address | 1726 CLARKSON STREET |
| Location | DENVER, CO 80218 |
| Country | United States |
| Phone | 303-831-4800 |
| Fax | 303-831-4802 |
| Total Employees | 2 |
| Business Types | insurance_broker |
Client Count by Type (165 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 132 |
| High Net Worth Individual… | 26 |
| Pension/Profit Sharing Pl… | 6 |
| Charitable Organizations | 1 |
Community Partners
CITY OF ARVADA
CITY OF BRIGHTON
CITY OF CENTENNIAL
CITY OF CHERRY HILLS VILLAGE
CITY OF COMMERCE CITY
CITY OF EDGEWATER
CITY OF FEDERAL HEIGHTS
CITY OF GREENWOOD VILLAGE
CITY OF LAKEWOOD
CITY OF NORTHGLENN
CITY OF SHERIDAN
CITY OF THORNTON
CITY OF WESTMINSTER
COUNTY OF ADAMS
TOWN OF BENNETT
TOWN OF PARKER
CITY OF ARVADA
CITY OF BRIGHTON
CITY OF CENTENNIAL
CITY OF CHERRY HILLS VILLAGE
CITY OF COMMERCE CITY
CITY OF EDGEWATER
CITY OF FEDERAL HEIGHTS
CITY OF GREENWOOD VILLAGE
CITY OF LAKEWOOD
CITY OF NORTHGLENN
CITY OF SHERIDAN
CITY OF THORNTON
CITY OF WESTMINSTER
COUNTY OF ADAMS
TOWN OF BENNETT
TOWN OF PARKER
CITY OF ARVADA
CITY OF BRIGHTON
CITY OF CENTENNIAL
CITY OF CHERRY HILLS VILLAGE
CITY OF COMMERCE CITY
CITY OF EDGEWATER
CITY OF FEDERAL HEIGHTS
CITY OF GREENWOOD VILLAGE
CITY OF LAKEWOOD
CITY OF NORTHGLENN
CITY OF SHERIDAN
CITY OF THORNTON
CITY OF WESTMINSTER
COUNTY OF ADAMS
TOWN OF BENNETT
TOWN OF PARKER
Municipal Government
16 Active
16
Organizations
13TH AVE. STATION METROPOLITAN DISTRICT
144TH AVENUE METROPOLITAN DISTRICT 1
64TH AVE. ARI AUTHORITY
ABERDEEN METROPOLITAN DISTRICT 1
ABERDEEN METROPOLITAN DISTRICT 2
ACC METROPOLITAN DISTRICT
ADAMS COUNTY COMMUNICATIONS CENTER AUTHORITY
ADAMS COUNTY FIRE PROTECTION DISTRICT
ADAMS COUNTY HOUSING AUTHORITY
ADAMS CROSSING METROPOLITAN DISTRICT #1
ADAMS CROSSING METROPOLITAN DISTRICT #2
ADAMS CROSSING METROPOLITAN DISTRICT #3
ADAMS CROSSING METROPOLITAN DISTRICT #4
ADAMS CROSSING METROPOLITAN DISTRICT #5
ADAMS CROSSING METROPOLITAN DISTRICT #6
ADAMS CROSSING METROPOLITAN DISTRICT #7
ADAMS CROSSING METROPOLITAN DISTRICT #8
ADAMS EAST METROPOLITAN DISTRICT
AEROTROPOLIS AREA COORDINATING METROPOLITAN DISTRICT
AEROTROPOLIS REGIONAL TRANSPORTATION AUTHORITY
13TH AVE. STATION METROPOLITAN DISTRICT
144TH AVENUE METROPOLITAN DISTRICT 1
64TH AVE. ARI AUTHORITY
ABERDEEN METROPOLITAN DISTRICT 1
ABERDEEN METROPOLITAN DISTRICT 2
ACC METROPOLITAN DISTRICT
ADAMS COUNTY COMMUNICATIONS CENTER AUTHORITY
ADAMS COUNTY FIRE PROTECTION DISTRICT
ADAMS COUNTY HOUSING AUTHORITY
ADAMS CROSSING METROPOLITAN DISTRICT #1
ADAMS CROSSING METROPOLITAN DISTRICT #2
ADAMS CROSSING METROPOLITAN DISTRICT #3
ADAMS CROSSING METROPOLITAN DISTRICT #4
ADAMS CROSSING METROPOLITAN DISTRICT #5
ADAMS CROSSING METROPOLITAN DISTRICT #6
ADAMS CROSSING METROPOLITAN DISTRICT #7
ADAMS CROSSING METROPOLITAN DISTRICT #8
ADAMS EAST METROPOLITAN DISTRICT
AEROTROPOLIS AREA COORDINATING METROPOLITAN DISTRICT
AEROTROPOLIS REGIONAL TRANSPORTATION AUTHORITY
13TH AVE. STATION METROPOLITAN DISTRICT
144TH AVENUE METROPOLITAN DISTRICT 1
64TH AVE. ARI AUTHORITY
ABERDEEN METROPOLITAN DISTRICT 1
ABERDEEN METROPOLITAN DISTRICT 2
ACC METROPOLITAN DISTRICT
ADAMS COUNTY COMMUNICATIONS CENTER AUTHORITY
ADAMS COUNTY FIRE PROTECTION DISTRICT
ADAMS COUNTY HOUSING AUTHORITY
ADAMS CROSSING METROPOLITAN DISTRICT #1
ADAMS CROSSING METROPOLITAN DISTRICT #2
ADAMS CROSSING METROPOLITAN DISTRICT #3
ADAMS CROSSING METROPOLITAN DISTRICT #4
ADAMS CROSSING METROPOLITAN DISTRICT #5
ADAMS CROSSING METROPOLITAN DISTRICT #6
ADAMS CROSSING METROPOLITAN DISTRICT #7
ADAMS CROSSING METROPOLITAN DISTRICT #8
ADAMS EAST METROPOLITAN DISTRICT
AEROTROPOLIS AREA COORDINATING METROPOLITAN DISTRICT
AEROTROPOLIS REGIONAL TRANSPORTATION AUTHORITY
Special District
370 Active
370
Organizations
ADAMS 12 FIVE STAR SCHOOLS DISTRICT
ADAMS SCHOOL DISTRICT 14
ANNUNCIATION CATHOLIC PARISH IN DENVER
BENNETT SCH DIST 29 J
BRIGHTON SCH DIST 27 J
DORAL ACADEMY OF COLORADO INC
EMILY GRIFFITH TECHNICAL COLLEGE
HOPE ONLINE LEARNING ACADEMY CO-OP
JOINT SCHOOL DISTRICT NO 28-J OF THE COUNTIES OF ADAMS & ARAPAHOE
MAPLETON SCH DIST 1
STRASBURG SCH DIST 31J
WESTMINSTER SCHOOL DISTRICT 50
WYATT EDISON
ADAMS 12 FIVE STAR SCHOOLS DISTRICT
ADAMS SCHOOL DISTRICT 14
ANNUNCIATION CATHOLIC PARISH IN DENVER
BENNETT SCH DIST 29 J
BRIGHTON SCH DIST 27 J
DORAL ACADEMY OF COLORADO INC
EMILY GRIFFITH TECHNICAL COLLEGE
HOPE ONLINE LEARNING ACADEMY CO-OP
JOINT SCHOOL DISTRICT NO 28-J OF THE COUNTIES OF ADAMS & ARAPAHOE
MAPLETON SCH DIST 1
STRASBURG SCH DIST 31J
WESTMINSTER SCHOOL DISTRICT 50
WYATT EDISON
ADAMS 12 FIVE STAR SCHOOLS DISTRICT
ADAMS SCHOOL DISTRICT 14
ANNUNCIATION CATHOLIC PARISH IN DENVER
BENNETT SCH DIST 29 J
BRIGHTON SCH DIST 27 J
DORAL ACADEMY OF COLORADO INC
EMILY GRIFFITH TECHNICAL COLLEGE
HOPE ONLINE LEARNING ACADEMY CO-OP
JOINT SCHOOL DISTRICT NO 28-J OF THE COUNTIES OF ADAMS & ARAPAHOE
MAPLETON SCH DIST 1
STRASBURG SCH DIST 31J
WESTMINSTER SCHOOL DISTRICT 50
WYATT EDISON
School District
13 Active
13
Organizations
0079
06012 MILLENNIUM CHAPTER
06067 GREELEY CHAPTER
07975553 PMI MILE HI TOASTMASTERS
100 Men Who Cook
102 AREA JUMPSTART
10-33 STMR
1035 OSAGE INC
10 CAN, INC
10Four
10th Mountain Division Descendants
114 WARD UNDERWOOD POST
128 DENVER CHAPTER OF TROUT UNLIMITED
12 STEP RECREATION ASSOCIATION INC
12 STEPS TO FREEDOM INC
1300 LOGAN INVESTMENT INC
130 WEST DENVER CHAPTER OF TROUT UNLIMITED
1311 York Street Club Inc
1318 ELEVENTH STREET CORPORATION
1445 MARKET STREET INC
0079
06012 MILLENNIUM CHAPTER
06067 GREELEY CHAPTER
07975553 PMI MILE HI TOASTMASTERS
100 Men Who Cook
102 AREA JUMPSTART
10-33 STMR
1035 OSAGE INC
10 CAN, INC
10Four
10th Mountain Division Descendants
114 WARD UNDERWOOD POST
128 DENVER CHAPTER OF TROUT UNLIMITED
12 STEP RECREATION ASSOCIATION INC
12 STEPS TO FREEDOM INC
1300 LOGAN INVESTMENT INC
130 WEST DENVER CHAPTER OF TROUT UNLIMITED
1311 York Street Club Inc
1318 ELEVENTH STREET CORPORATION
1445 MARKET STREET INC
0079
06012 MILLENNIUM CHAPTER
06067 GREELEY CHAPTER
07975553 PMI MILE HI TOASTMASTERS
100 Men Who Cook
102 AREA JUMPSTART
10-33 STMR
1035 OSAGE INC
10 CAN, INC
10Four
10th Mountain Division Descendants
114 WARD UNDERWOOD POST
128 DENVER CHAPTER OF TROUT UNLIMITED
12 STEP RECREATION ASSOCIATION INC
12 STEPS TO FREEDOM INC
1300 LOGAN INVESTMENT INC
130 WEST DENVER CHAPTER OF TROUT UNLIMITED
1311 York Street Club Inc
1318 ELEVENTH STREET CORPORATION
1445 MARKET STREET INC
Nonprofit Organization
15268 Active
15268
Organizations
Community Partners129 organizations
CITY OF ARVADA
Municipal Government·ARVADA
CITY OF CENTENNIAL
Municipal Government·CENTENNIAL
CITY OF CHERRY HILLS VILLAGE
Municipal Government·ENGLEWOOD
CITY OF EDGEWATER
Municipal Government·LAKEWOOD
CITY OF FEDERAL HEIGHTS
Municipal Government·FEDERAL HEIGHTS
CITY OF GREENWOOD VILLAGE
Municipal Government·GREENWOOD VILLAGE
CITY OF LAKEWOOD
Municipal Government·LAKEWOOD
CITY OF NORTHGLENN
Municipal Government·NORTHGLENN
CITY OF WESTMINSTER
Municipal Government·WESTMINSTER
TOWN OF PARKER
Municipal Government·PARKER
13TH AVE. STATION METROPOLITAN DISTRICT
Special District·DENVER
144TH AVENUE METROPOLITAN DISTRICT 1
Special District·LOVELAND
64TH AVE. ARI AUTHORITY
Special District·LAKEWOOD
ABERDEEN METROPOLITAN DISTRICT 1
Special District·GREENWOOD VILLAGE
ABERDEEN METROPOLITAN DISTRICT 2
Special District·GREENWOOD VILLAGE
ACC METROPOLITAN DISTRICT
Special District·LAKEWOOD
ADAMS COUNTY COMMUNICATIONS CENTER AUTHORITY
Special District·COMMERCE
ADAMS COUNTY FIRE PROTECTION DISTRICT
Special District·DENVER
ADAMS CROSSING METROPOLITAN DISTRICT #1
Special District·CENTENNIAL
ADAMS CROSSING METROPOLITAN DISTRICT #2
Special District·CENTENNIAL
ADAMS CROSSING METROPOLITAN DISTRICT #3
Special District·CENTENNIAL
ADAMS CROSSING METROPOLITAN DISTRICT #4
Special District·CENTENNIAL
ADAMS CROSSING METROPOLITAN DISTRICT #5
Special District·CENTENNIAL
ADAMS CROSSING METROPOLITAN DISTRICT #6
Special District·CENTENNIAL
ADAMS CROSSING METROPOLITAN DISTRICT #7
Special District·CENTENNIAL
ADAMS CROSSING METROPOLITAN DISTRICT #8
Special District·CENTENNIAL
ADAMS EAST METROPOLITAN DISTRICT
Special District·GREENWOOD VILLAGE
AEROTROPOLIS AREA COORDINATING METROPOLITAN DISTRICT
Special District·DENVER
AIRWAYS BUSINESS CENTER METROPOLITAN DISTRICT
Special District·GREENWOOD VILLAGE
AMBER CREEK METROPOLITAN DISTRICT
Special District·GREENWOOD VILLAGE
ASH MEADOWS METROPOLITAN DISTRICT
Special District·GREENWOOD VILLAGE
ASPEN HILLS METROPOLITAN DISTRICT
Special District·GREENWOOD VILLAGE
ASPEN RESERVE METROPOLITAN DISTRICT
Special District·DENVER
ATEC METROPOLITAN DISTRICT 1
Special District·DENVER
ATEC METROPOLITAN DISTRICT 2
Special District·DENVER
AURORA HIGHLANDS METROPOLITAN DISTRICT 1
Special District·DENVER
AURORA HIGHLANDS METROPOLITAN DISTRICT 2
Special District·DENVER
AURORA HIGHLANDS METROPOLITAN DISTRICT 3
Special District·DENVER
AURORA HIGH POINT AT DIA METROPOLITAN DISTRICT
Special District·CENTENNIAL
AURORA HOUSING AUTHORITY
Special District·AURORA
AURORA SINGLE TREE METROPOLITAN DISTRICT
Special District·DENVER
BENNETT CROSSING METROPOLITAN DISTRICT 1
Special District·DENVER
BENNETT CROSSING METROPOLITAN DISTRICT 2
Special District·DENVER
BENNETT CROSSING METROPOLITAN DISTRICT 3
Special District·DENVER
BENNETT RANCH METROPOLITAN DISTRICT 1
Special District·CENTENNIAL
BENNETT RANCH METROPOLITAN DISTRICT 2
Special District·CENTENNIAL
BENNETT RANCH METROPOLITAN DISTRICT 3
Special District·CENTENNIAL
BENNETT RANCH METROPOLITAN DISTRICT 4
Special District·CENTENNIAL
BENNT CREEK REGIONAL WATER AUTHORITY
Special District·CENTENNIAL
BERKLEY SHORES METROPOLITAN DISTRICT
Special District·DENVER
BIG DRY CREEK METROPOLITAN DISTRICT
Special District·DENVER
BLUE MOUNTAIN WATER DISTRICT
Special District·ARVADA
ANNUNCIATION CATHOLIC PARISH IN DENVER
School District·DENVER
DORAL ACADEMY OF COLORADO INC
School District·ARVADA
EMILY GRIFFITH TECHNICAL COLLEGE
School District·DENVER
HOPE ONLINE LEARNING ACADEMY CO-OP
School District·ENGLEWOOD
WYATT EDISON
School District·DENVER
0079
Nonprofit Organization·Denver
06012 MILLENNIUM CHAPTER
Nonprofit Organization·Arvada
06067 GREELEY CHAPTER
Nonprofit Organization·Arvada
07975553 PMI MILE HI TOASTMASTERS
Nonprofit Organization·Denver
100 Men Who Cook
Nonprofit Organization·Denver
102 AREA JUMPSTART
Nonprofit Organization·Aurora
10-33 STMR
Nonprofit Organization·PARKER
1035 OSAGE INC
Nonprofit Organization·DENVER
10 CAN, INC
Nonprofit Organization·LOVELAND
10Four
Nonprofit Organization·Denver
10th Mountain Division Descendants
Nonprofit Organization·Denver
114 WARD UNDERWOOD POST
Nonprofit Organization·Denver
128 DENVER CHAPTER OF TROUT UNLIMITED
Nonprofit Organization·DENVER
12 STEP RECREATION ASSOCIATION INC
Nonprofit Organization·DENVER
12 STEPS TO FREEDOM INC
Nonprofit Organization·Lakewood
1300 LOGAN INVESTMENT INC
Nonprofit Organization·DENVER
130 WEST DENVER CHAPTER OF TROUT UNLIMITED
Nonprofit Organization·ARVADA
1311 York Street Club Inc
Nonprofit Organization·Denver
1318 ELEVENTH STREET CORPORATION
Nonprofit Organization·LAKEWOOD
1445 MARKET STREET INC
Nonprofit Organization·DENVER
1776-2000 PRODUCTIONS INC
Nonprofit Organization·Denver
1791 Alliance
Nonprofit Organization·Englewood
17TH JD SENIOR LAW DAY SERVING ADAMS AND BROOMFIELD COUNTIES
Nonprofit Organization·Brighton
180 COMMUNITY CHURCH
Nonprofit Organization·COMMERCE CITY
1872 PROPERTIES OF ALPHA PHI INC
Nonprofit Organization·DENVER
18TH JUDICIAL DISTRICT JUVENILE
Nonprofit Organization·CENTENNIAL
1 DENVER MILE HIGH NO 1
Nonprofit Organization·DENVER
1 LOVE
Nonprofit Organization·Denver
2
Nonprofit Organization·Centennial
2020 Racing DBA Physio Racing
Nonprofit Organization·Denver
20D MINISTRIES
Nonprofit Organization·DENVER
20 MAC BOYS BOOSTER CLUB
Nonprofit Organization·PARKER
20 MILE ANGELS GYMNASTICS BOOSTER CLUB
Nonprofit Organization·Parker
20TH STREET BOXING CLUB
Nonprofit Organization·WESTMINSTER
2101 TELEGRAPH AVE HOUSING INC
Nonprofit Organization·DENVER
2 1 International Inc
Nonprofit Organization·Denver
2237 MINISTRIES
Nonprofit Organization·Parker
22 Ranch Gun Glub - c o Jeffrey Schaefer
Nonprofit Organization·Centennial
231 Buckley Club Incco MBurnside
Nonprofit Organization·Aurora
24 7 LIGHTHOUSE MINISTRIES
Nonprofit Organization·Lakewood
2508 BIOSCIENCES LLC
Nonprofit Organization·DENVER
25 IN CHANGE
Nonprofit Organization·Denver
268 Missions
Nonprofit Organization·Loveland
27J EDUCATION FOUNDATION
Nonprofit Organization·BRIGHTON
28 19 MINISTRIES
Nonprofit Organization·Arvada
28676607 MILE HIGH TOASTMASTERS
Nonprofit Organization·Denver
29 11 FOUNDATION
Nonprofit Organization·Aurora
2 BLONDES ALL BREED RESCUE INC
Nonprofit Organization·LAKEWOOD
2BUILD 4WARD INTERNATIONAL ORGANIZATION
Nonprofit Organization·DENVER
2 FISH & 5 LOAVES
Nonprofit Organization·Aurora