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PETERSON FINANCIAL SERVICES LLC

DENVER, CO · CRD 106127 · IAPD ↗ · petersonfs.com · 303-831-4800

$124.0MRegulatory AUM
1Advisory reps
2Employees
162Clients
1-10Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
March 2026 — PETERSON FINANCIAL SERVICES LLC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.