Brett Peterson is a registered investment advisor at D.A. Davidson & CO., based in Wenatchee, WA, with 7 years of industry experience. Brett 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 70,118 clients with $42B 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
151 South Worthen Street, Suite 201, Wenatchee, WA, 98801
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brett is a board member of the Wenatchee Valley College Foundation, dedicating minimal time. He also coaches basketball for the Wenatchee School District and is a basketball referee for the Washington Officials Association, spending a few hours per week on the latter.
Employment History
Current Registrations
D.A. Davidson & CO.
D.A. Davidson & CO.Broker
State Registrations28 states
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