Hayden S. Peterson

FINANCE WISDOM

Sandy, OR 97055

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CRD#: 6349781

Professional summary

Hayden Scott Peterson, who also goes by Hayden Peterson, is a registered financial advisor currently at FINANCE WISDOM located in Sandy, Oregon.

Hayden is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Hayden has worked at 6 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Hayden Peterson

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. 1/15/2024 - Independent Insurance Producer, helping clients obtain life insurance, disability insurance, & Long Term Care Insurance. Start Date: 1/15/2024 - 10 Hours Per Month during trading hours. 2. 1/15/2024- Investor, Dryvebox San Diego, LLC. Start Date 1/15/2024 - 1 Hour Per Month during trading hours. This activity ceased 2/28/2024.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Hayden Scott Peterson'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®

None

Experience

Current

January 2, 2024 - Present

FINANCE WISDOM

Office #1: 39700 Hood St., Sandy, OR 97055

RIA

CRD#: 325643

Sandy, OR

Past

January 26, 2022 - January 3, 2024

CROSS FINANCIAL ADVISORS

RIA

CRD#: 287686

Tigard, OR

Past

January 18, 2022 - December 22, 2023

LPL FINANCIAL LLC

CRD#: 6413

TIGARD, OR

Past

June 6, 2018 - January 25, 2022

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

Portland, OR

Past

June 5, 2018 - January 25, 2022

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

PORTLAND, OR

Past

February 16, 2016 - May 18, 2018

HORNOR, TOWNSEND & KENT, LLC

RIA

CRD#: 4031

LAKE OSWEGO, OR

Past

September 16, 2014 - May 18, 2018

HORNOR, TOWNSEND & KENT, LLC

CRD#: 4031

LAKE OSWEGO, OR

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.

Highlighted states indicate IAR registrations

IAR

California
(4/3/2024)

IAR

Colorado
(3/28/2024)

IAR

Florida
(6/27/2024)

IAR

Nevada
(3/20/2024)

IAR

Oregon
(1/2/2024)

IAR

Texas
(1/2/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/18/2015

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 10/1/2014

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/16/2014

General Securities Representative Examination

Current Firm

FINANCE WISDOM

FINANCE WISDOM | FINANCE WISDOM LLC

CRD#: 325643 / SEC#:

California

Registered Investment Advisory firm - (4/3/2024 Approved)

Colorado

Registered Investment Advisory firm - (3/28/2024 Approved)

Florida

Registered Investment Advisory firm - (6/21/2024 Approved)

Louisiana

Registered Investment Advisory firm - (4/3/2023 Approved)

Nevada

Registered Investment Advisory firm - (3/19/2024 Approved)

New Mexico

Registered Investment Advisory firm - (3/30/2023 Approved)

Oregon

Registered Investment Advisory firm - (4/24/2023 Approved)

Texas

Registered Investment Advisory firm - (4/3/2023 Approved)

Washington

Registered Investment Advisory firm - (9/15/2023 Approved)

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Contact information

Main Address

Edgewood, NM

Mailing Address

Po Box 989, Edgewood, NM 87015

Phone number

(505) 217-9444

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	308
AUM (Assets Under Management)	$ 50,029,918

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Hayden S. Peterson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Hayden Scott Peterson's CRS (Customer Relationship Summary).

Certified licenses

Experience

CROSS FINANCIAL ADVISORS

LPL FINANCIAL LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

HORNOR, TOWNSEND & KENT, LLC

HORNOR, TOWNSEND & KENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/18/2015

Series 63

Date: 10/1/2014

SIE

Date: 10/1/2018

Series 7

Date: 9/16/2014

Current Firm

FINANCE WISDOM

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

FINANCE WISDOM

TRUST BUT VERIFY

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