Brian Peterson, Financial Advisor located in Wilsonville, OR

Financial Advisor
Brian Peterson

AAMS®, CRPC™, AWMA®
29765 SW Town Ctr Loop Ste 2, Wilsonville, OR 97070opens in a new window
Accepting New Clients
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Portfolio Reviews
  • New Investors
  • Retirement Income Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies

Financial Advisor Certifications

  • AAMS®

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

  • AWMA®

    Accredited Wealth Management Advisor™

Personal Interests

  • Active Lifestyle
  • Community Outreach
  • Spending Time with Family

Team Members

  • Lani Dixon
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(503) 682-0772

Fax

(888) 390-6842

Office Address

29765 SW Town Ctr Loop Ste 2
Wilsonville, OR 97070opens in a new window

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