Hayden Peterson
Advisor at Finance Wisdom
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Finance Wisdom
Location
Sandy, OR
Credentials
Series 63, Series 66
Industry experience
11 years
About
Hayden Peterson is a financial advisor at Finance Wisdom with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including LPL Financial, Cambridge Investment Research, and Hornor Townsend & Kent Inc. Since 2024, he has also been an independent insurance producer assisting clients with life, disability, and long-term care insurance. Finance Wisdom is a registered investment adviser serving individuals, families, and small businesses with discretionary portfolio management and financial planning. The firm employs Modern Portfolio Theory, focusing on diversified, long-term portfolios using low-cost ETFs and mutual funds, supplemented by third-party research and proprietary portfolios.
Client services
Based on Finance Wisdom
Financial planning
Portfolio management
Selection of other advisers
Expertise
Based on Finance Wisdom
Life insurance needs analysis
Disability insurance
General tax planning
Wealth management
College savings (529s, UTMA, etc.)
Fee options
Financial planning fees range from $1,500 to $10,000 for one-time plans
2.00% annually (maximum, negotiable)
Commissions may be received from sale of insurance products
Up to $400 per hour for financial planning (Washington clients)
Ongoing financial planning fees typically between $50 and $400 per month
Location
Sandy, OR
Most active in
Hayden P has reported serving >5 clients in these states in the last 12 months.
California · Colorado · Florida · Louisiana · Nevada · New Mexico · Oregon · Texas · Washington
Work history
Finance Wisdom LLC
2024 - Present (2 years)
Finance Wisdom LLC
2024 - 2024 (1 year)
Finance Wisdom LLC
2024 - 2024 (1 year)
LPL Financial, LLC
2022 - 2023 (1 year)
Cross Financial Advisors
2022 - 2023 (1 year)
Cambridge Investment Research, Inc.
2018 - 2022 (4 years)
Cambridge Investment Research Advisors
2018 - 2022 (4 years)
Finity Group
2018 - 2022 (4 years)
Hornor Townsend & Kent Inc
2014 - 2018 (4 years)
Penn Mutual Life Insurance Co
2014 - 2018 (4 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Brett S
Series 63, Series 65
Happy Valley, OR
Madrona Wealth Management LLC
Edgar H
CFP®, ChFC®, Series 63
Gresham, OR
Heissler Financial, LLC
Joseph B
Series 63, Series 65
Sandy, OR
Bautista Planning and Analytics, LLC
David R
Series 63, Series 65
Gresham, OR
Catalyst Financial NW Corporation
Aaron M
Series 63, Series 65
Gresham, OR
Catalyst Financial NW Corporation
Brian H
CFP®, PFS™, Series 66
Boring, OR
Strada Financial Group LLC
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