Zachary Swenson has been an investment adviser representative at Peterson Wealth Advisors since March 2023, 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.
Zachary Swenson’s longest registration is the current one, 3 years at Peterson Wealth Advisors since 2023. Before joining Peterson Wealth Advisors in 2023, Zachary Swenson was registered through Paragon Wealth Management.
- – present · 3 yearsOrem, UT · Adviser representative · Firm CRD 146349
- Paragon Wealth Management– · under a yearProvo, UT · Adviser representative · Firm CRD 105962
Investment adviser representative registrations
Zachary Swenson is registered as an investment adviser representative in Utah, since March 2023.
- UtahSince 17 March 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 21 December 2022 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Zachary Lee Swenson
- CRD
- 7555240
- Firm
- Peterson Wealth Advisors · CRD 146349
- Office
- 360 WEST 920 NORTH, Orem, UT 84057
- Registration
- Investment adviser registration
- In the industry since
- January 2023
- Disciplinary history
- Not yet shown here · SEC record
Where does Zachary Swenson work?
Zachary Swenson is an investment adviser representative registered through Peterson Wealth Advisors, LLC since March 2023, and is not listed among the firm’s executive officers or direct owners.
Is Zachary Swenson a financial advisor?
Yes. Zachary Swenson has a current investment-adviser registration in Utah, through Peterson Wealth Advisors since March 2023.
How many years of experience does Zachary Swenson have?
Zachary Swenson has 3 years in the financial industry, since January 2023, across 2 adviser firms.
What exams has Zachary Swenson passed?
Zachary Swenson passed the Series 65 in December 2022.
Where did Zachary Swenson work before Peterson Wealth Advisors?
Before Peterson Wealth Advisors, Zachary Swenson was registered through Paragon Wealth Management, December 2022 to March 2023.
Where is Zachary Swenson based?
Zachary Swenson’s registered office is in Orem, UT.
Is Zachary Swenson registered with FINRA?
No. Zachary Swenson has no current broker registration.
How can I verify Zachary Swenson’s record?
Search CRD 7555240 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Zachary Swenson’s full registration record.
