Aaron Peterson
Aaron Peterson is a registered investment advisor at Morningstar Investment Management LLC, based in Heber City, UT, with 30 years of industry experience. Aaron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 515,981 clients with $88B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
Heber City, 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 →Employment History
Current Registrations
Morningstar Investment Management LLC
Previous Registrations
Morningstar Investment Services LLCBroker
Morningstar Investment Services LLC
Wm Financial Services, INC.Broker
Clarke Lanzen Skalla Investment Firm INC
Orbitex Funds Distributor, INC.Broker
Fidelity Brokerage Services LLCBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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