Alison McFadden has been an investment adviser representative at Peterson Wealth Advisors since July 2025, and is not listed among the firm’s executive officers or direct owners.
Peterson Wealth Advisors, LLC is an Orem, UT firm with $830M under management, 667 clients and 13 advisers in one office, as of its September 2026 filing.
- – present · 1 yearOrem, UT · Adviser representative · Firm CRD 146349
Investment adviser representative registrations
Alison McFadden is registered as an investment adviser representative in Utah, since July 2025.
- UtahSince 21 July 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 18 July 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Alison Marie McFadden
- CRD
- 8113904
- Firm
- Peterson Wealth Advisors · CRD 146349
- Office
- 360 WEST 920 NORTH, Orem, UT 84057
- Registration
- Investment adviser registration
- In the industry since
- July 2025
- Disciplinary history
- Not yet shown here · SEC record
Where does Alison McFadden work?
Alison McFadden is an investment adviser representative registered through Peterson Wealth Advisors, LLC since July 2025, and is not listed among the firm’s executive officers or direct owners.
Is Alison McFadden a financial advisor?
Yes. Alison McFadden has a current investment-adviser registration in Utah, through Peterson Wealth Advisors since July 2025.
How many years of experience does Alison McFadden have?
Alison McFadden has 1 year in the financial industry, since July 2025, across 1 adviser firm.
What exams has Alison McFadden passed?
Alison McFadden passed the Series 65 in July 2025.
Where is Alison McFadden based?
Alison McFadden’s registered office is in Orem, UT.
Is Alison McFadden registered with FINRA?
No. Alison McFadden has no current broker registration.
How can I verify Alison McFadden’s record?
Search CRD 8113904 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Alison McFadden’s full registration record.
