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The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

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Daniel Mark Ruske

Daniel M. Ruske

PETERSON WEALTH ADVISORS
Orem, UT 84057
Some features on this profile are disabled
CRD#: 7079844
Daniel Mark Ruske

Professional summary

Daniel Mark Ruske, CFP® is a registered financial advisor currently at PETERSON WEALTH ADVISORS, LLC located in Orem, Utah.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Daniel has worked at 1 firm .

Question & Answer

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Mark Ruske'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®
CFP®

Certified Financial Planner

Start date: 2020

Experience

Current

July 29, 2020 - Present

PETERSON WEALTH ADVISORS, LLC

Office #1: 360 West 920 North, Orem, UT 84057
RIA
CRD#: 146349
Orem, UT

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".
PETERSON WEALTH ADVISORS, LLC
PETERSON WEALTH ADVISORS, LLC
PETERSON FINANCIAL & RETIREMENT SERVICES | PETERSON WEALTH ADVISORS, LLC

CRD#: 146349 / SEC#: 801-68917

RIA
Registered Investment Advisory firm - (3/13/2008 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.

Highlighted states indicate IAR registrations

IAR
Utah
(7/29/2020)

Exams

Current Firm

PETERSON WEALTH ADVISORS, LLC
PETERSON WEALTH ADVISORS, LLC
PETERSON FINANCIAL & RETIREMENT SERVICES | PETERSON WEALTH ADVISORS, LLC

CRD#: 146349 / SEC#: 801-68917

RIA
Registered Investment Advisory firm - (3/13/2008 Approved)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
360 West 920 North, Orem, UT 84057
Mailing Address
Phone number
(801) 225-0000
Established
Firm type
Fiscal year end
# of Employees
12

SEC notice filing (11 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A BROCHURE - PETERSON WEALTH ADVISORS, LLC (2/25/2026)

Regulatory assets under management

Total Number of Accounts1,988
AUM (Assets Under Management)$ 829,682,153

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.

Company Information

PETERSON WEALTH ADVISORS, LLC

PETERSON WEALTH ADVISORS, LLC

CRD#: 146349Orem, UT 84057

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