Hunter A. Peterson

WEAVER CONSULTING GROUP

Huntington Beach, CA 92648

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CRD#: 6691463

Professional summary

Hunter Alan Peterson, who also goes by Hunter Peterson, Hunter Alan Peterson Wicklund, is a registered financial advisor currently at WEAVER CONSULTING GROUP, LLC located in Huntington Beach, California and PURSHE KAPLAN STERLING INVESTMENTS located in Huntington Beach, California.

Hunter is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. Hunter has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Hunter Peterson | Hunter Alan Peterson Wicklund

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) WEAVER CONSULTING GROUP. INVESTMENT RELATED BUSINESS. LOCATED AT 101 MAIN STREET, SUITE 220, HUNTINGTON BEACH, CA 92648. NATURE OF BUSINESS IS RIA. TITLE IS ASSOCIATE FINANCIAL ADVISOR. STARTED 10/2017. 160 HRS/MO DEVOTED - 8 HRS/MO DURING TRADING. DUTIES ARE CLIENT RELATIONSHIP, INVESTMENT RESEARCH & PORTFOLIO ALLOCATION. 2) Board Member/Assistant Treasurer; Huntington Beach Kiwanis; Investment Related: No; Location: 92648; Description of the business: Service Organization for city of Huntington Beach; Responsibilities Duties: Participate in Board Meeting and Assist Treasurer; Start date with business: 2017-12-01; Hours devoted to business outside trading hours: 8;

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Hunter Alan Peterson's CRS (Customer Relationship Summary).

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 26, 2018 - Present

WEAVER CONSULTING GROUP, LLC

Office #1: 101 Main Street Suite 220, Huntington Beach, CA 92648

RIA

CRD#: 287895

Huntington Beach, CA

Current

August 28, 2019 - Present

PURSHE KAPLAN STERLING INVESTMENTS

Office #1: 101 Main Street Suite 220, Huntington Beach, CA 92648

CRD#: 35747

Huntington Beach, CA

Past

August 30, 2016 - October 3, 2017

VANGUARD MARKETING CORPORATION

CRD#: 7452

SCOTTSDALE, AZ

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".

WEAVER CONSULTING GROUP, LLC

HILLMAN ADVISORS, LLC | WEAVER CONSULTING GROUP, LLC

CRD#: 287895 / SEC#: 801-110466

RIA

Registered Investment Advisory firm - (5/12/2017 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.

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

IAR

California
(1/26/2018)

California
(8/28/2019)

IAR

Texas
(3/17/2022)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/11/2018

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/12/2016

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/3/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/30/2016

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

WEAVER CONSULTING GROUP, LLC

HILLMAN ADVISORS, LLC | WEAVER CONSULTING GROUP, LLC

CRD#: 287895 / SEC#: 801-110466

RIA

Registered Investment Advisory firm - (5/12/2017 Approved)

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Contact information

Main Address

101 Main Street Suite 220, Huntington Beach, CA 92648

Mailing Address

Phone number

(714) 536-4065

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE FOR WEAVER CONSULTING GROUP, LLC (6/26/2025)

WRAP PROGRAM FOR WEAVER CONSULTING GROUP, LLC (6/26/2025)

Regulatory assets under management

Total Number of Accounts	2,570
AUM (Assets Under Management)	$ 892,892,590

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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Advisor Monitoring

Firm Stability Insights

Hunter A. Peterson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Hunter Alan Peterson's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

VANGUARD MARKETING CORPORATION

Primary Firm SEC Registration

WEAVER CONSULTING GROUP, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/11/2018

Series 63

Date: 9/12/2016

SIE

Date: 10/3/2017

Series 7

Date: 8/30/2016

FINRA

Current Firm

WEAVER CONSULTING GROUP, LLC

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WEAVER CONSULTING GROUP, LLC

TRUST BUT VERIFY

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