DP
David S. Petso
MODERN WEALTH MANAGEMENT
BOISE, ID 83702
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CRD#: 1215887
DP
Professional summary
David Stanley Petso, CFP® is a registered financial advisor currently at MODERN WEALTH MANAGEMENT, LLC located in Boise, Idaho and MUTUAL SECURITIES, INC. located in Boise, Idaho.
David is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1983. David has worked at 7 firms and has passed the Series 63, SIE, Series 31, Series 7, Series 22, Series 6 and Series 24 exams.
Question & Answer
What are your service offerings?
Retirement Income Management
Retirement Planning
Investment Planning
Comprehensive Financial Planni...
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. Mutual Securities, Inc., Start Date: 01/07/2016, 807-A Camarillo Springs Rd., Camarillo, CA 93012, Registered Representative, Investment Related, 15 Hours per month during Securities trading hours, 0 Hours per month outside of Securities trading hours. 2. Modern Wealth Management, Start Date: 10/18/2025, 1405 W Main St., Boise, ID 83702, Corporation, RIA Firm, Managing Director Boise, RIA and Management duties, Not Investment Related, 150 Hours per month, 6 Hours per day during Securities trading hours. 3. Radio Show - KIDO 850AM, Start Date: 04/01/1990, 200 Park St.., Boise, ID 83702, Corporation, Radio Station, Radio Show Host, Investment Related, 8 Hours per month during Securities trading hours, 0 Hours per month outside of Securities trading hours. 4. Hillcrest Country Club, Start Date: 02/01/2018, 4610 Hillcrest Dr., Boise, ID, Non-Profit, Golf and Country Club, Board Member, Board Member/Vice President, Not Investment Related, 5 Hours per Month, 0 Hours per day during trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view David Stanley Petso's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1986
Experience
Current
October 18, 2024 - Present
MODERN WEALTH MANAGEMENT, LLC
Office #1: 1405 W Main Street, Boise, ID 83702RIA
CRD#: 324624
BOISE, ID
Current
January 7, 2016 - Present
MUTUAL SECURITIES, INC.
Office #1: 1405 W. Main Street, Boise, ID 83702BD
CRD#: 13092
Boise, ID
Past
November 16, 2015 - December 31, 2024
PETSO FINANCIAL CONSULTANTS LLC
RIA
CRD#: 282032
BOISE, ID
Past
March 28, 2005 - December 31, 2015
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RIA
CRD#: 134139
BOISE, ID
Past
October 17, 2002 - March 28, 2005
CAMBRIDGE INVESTMENT RESEARCH, INC.
RIA
CRD#: 39543
BOISE, ID
Past
March 16, 2001 - January 15, 2016
CAMBRIDGE INVESTMENT RESEARCH, INC.
BD
CRD#: 39543
BOISE, ID
Past
January 26, 1988 - March 16, 2001
THE O.N. EQUITY SALES COMPANY
BD
CRD#: 2936
CINCINNATI, OH
Past
January 12, 1987 - February 10, 1988
G. T. MURRAY & CO.
BD
CRD#: 7446
Past
December 7, 1983 - January 13, 1987
THE O.N. EQUITY SALES COMPANY
BD
CRD#: 2936
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MW
MODERN WEALTH MANAGEMENT, LLC
MODERN WEALTH MANAGEMENT, LLC | PUBLIC SAFETY FINANCIAL | PETSO FINANCIAL, A DIVISION OF MODERN WEALTH MANAGEMENT, LLC
CRD#: 324624 / SEC#: 801-127231
RIA
Registered Investment Advisory firm - (5/2/2023 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alaska(9/25/2018)
RR
Arizona(8/29/2017)
RR
California(3/24/2016)
RR
Colorado(1/28/2016)
RR
Florida(1/7/2016)
RR
Idaho(1/7/2016)
IAR
Idaho(10/18/2024)
RR
Massachusetts(1/7/2016)
RR
Mississippi(1/7/2016)
RR
Nevada(1/7/2016)
RR
New York(1/7/2016)
RR
Oregon(1/7/2016)
RR
Texas(3/2/2021)
IAR
Texas(10/18/2024)
RR
Utah(1/7/2016)
RR
Virginia(1/7/2016)
RR
Washington(1/7/2016)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
MW
MODERN WEALTH MANAGEMENT, LLC
MODERN WEALTH MANAGEMENT, LLC | PUBLIC SAFETY FINANCIAL | PETSO FINANCIAL, A DIVISION OF MODERN WEALTH MANAGEMENT, LLC
CRD#: 324624 / SEC#: 801-127231
RIA
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Contact information
Main Address
13550 W 95th St., Lenexa, KS 66227
Mailing Address
Phone number
(913) 393-1000
Established
Firm type
Fiscal year end
# of Employees
150
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 18,823 |
| AUM (Assets Under Management) | $ 6,148,915,787 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
