Donald Petersen
Donald Petersen is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Price, UT, with 43 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Price, UT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Donald sells fixed insurance products, specifically annuities. He also works as a tax professional for AVTax Associates, dedicating full-time hours to this role.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
University Securities CorporationBroker
State Registrations12 states
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