Zachary L. Swenson

PETERSON WEALTH ADVISORS

Orem, UT 84057

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CRD#: 7555240

Professional summary

Zachary Lee Swenson is a registered financial advisor currently at PETERSON WEALTH ADVISORS, LLC located in Orem, Utah.

Zachary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Zachary has worked at 2 firms and has passed the Series 65 exam.

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 Zachary Lee Swenson'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

March 17, 2023 - Present

PETERSON WEALTH ADVISORS, LLC

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

RIA

CRD#: 146349

Orem, UT

Past

December 21, 2022 - March 2, 2023

PARAGON WEALTH MANAGEMENT

RIA

CRD#: 105962

PROVO, 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 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
(3/17/2023)

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 65

Date: 12/21/2022

Uniform Investment Adviser Law Examination

Current Firm

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)

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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

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A BROCHURE - PETERSON WEALTH ADVISORS, LLC (7/31/2025)

Regulatory assets under management

Total Number of Accounts	1,776
AUM (Assets Under Management)	$ 688,734,656

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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Zachary L. Swenson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Zachary Lee Swenson's CRS (Customer Relationship Summary).

Certified licenses

Experience

PETERSON WEALTH ADVISORS, LLC

PARAGON WEALTH MANAGEMENT

Primary Firm SEC Registration

PETERSON WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/21/2022

Current Firm

PETERSON WEALTH ADVISORS, LLC

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PETERSON WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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