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Hayden Scott Peterson

FINANCE WISDOM
Sandy, OR
·CRD# 6349781·12 years experience

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.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Hayden Peterson

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

12 years in the financial services industry

Current & Past Employments

FINANCE WISDOM·CRD# 325643
RIA
39700 Hood St., Sandy, OR 97055
January 2, 2024 - Present
CROSS FINANCIAL ADVISORS·CRD# 287686
RIA
Tigard, OR
January 26, 2022 - January 3, 2024
LPL FINANCIAL LLC·CRD# 6413
BD
Tigard, OR
January 18, 2022 - December 22, 2023
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.·CRD# 134139
RIA
Portland, OR
June 6, 2018 - January 25, 2022
CAMBRIDGE INVESTMENT RESEARCH, INC.·CRD# 39543
BD
Portland, OR
June 5, 2018 - January 25, 2022
HORNOR, TOWNSEND & KENT, LLC·CRD# 4031
RIA
Lake Oswego, OR
February 16, 2016 - May 18, 2018
HORNOR, TOWNSEND & KENT, LLC·CRD# 4031
BD
Lake Oswego, OR
September 16, 2014 - May 18, 2018

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Current Firm

FW
FINANCE WISDOM

FINANCE WISDOM | FINANCE WISDOM LLC

CRD#: 325643
California
Registered Investment Advisory firm - California (4/3/2024 Approved)
Colorado
Registered Investment Advisory firm - Colorado (3/28/2024 Approved)
Florida
Registered Investment Advisory firm - Florida (6/21/2024 Approved)
Louisiana
Registered Investment Advisory firm - Louisiana (4/3/2023 Approved)
Nevada
Registered Investment Advisory firm - Nevada (3/19/2024 Approved)
New Mexico
Registered Investment Advisory firm - New Mexico (3/30/2023 Approved)
Oregon
Registered Investment Advisory firm - Oregon (4/24/2023 Approved)
Texas
Registered Investment Advisory firm - Texas (4/3/2023 Approved)
Washington
Registered Investment Advisory firm - Washington (9/15/2023 Approved)

Contact Information

Main Address

Edgewood, NM

Mailing Address

Po Box 989, Edgewood, NM 87015

Phone Number

(505) 217-9444

# of Employees

4

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

318

AUM (Assets Under Management)

$58,359,964

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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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.
IAR
California
(4/3/2024)
IAR
Colorado
(3/28/2024)
IAR
Florida
(6/27/2024)
IAR
Louisiana
(11/21/2025)
IAR
Nevada
(3/20/2024)
IAR
New Mexico
(11/13/2025)
IAR
Oregon
(1/2/2024)
IAR
Texas
(1/2/2024)
IAR
Washington
(11/12/2025)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Dec 2015About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Oct 2014About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Sep 2014About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

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

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