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PETERSEN HASTINGS ANNOUNCES

PETERSEN HASTINGS ANNOUNCES

Petersen Hastings Welcomes Cory Briggs as Associate Wealth Advisor

December 5th, 2016

On December 5th, Petersen Hastings announced that Cory Briggs joined the firm as an Associate Wealth Advisor. Cory will provide financial planning and investment management services to... Continue reading →

Ben Tanke Earns Accredited Investment Fiduciary (AIF®) Designation

November 29th, 2016

Petersen Hastings is proud to announce that Ben Tanke, Associate Retirement Plans Advisor, has earned the Accredited Investment Fiduciary® (AIF®) designation from Fiduciary360 (fi360)... Continue reading →

Petersen Hastings' Annual Christmas Open House

December 13th, 2016

We invite you to celebrate Christmas with us... Continue reading →

Matthew Petersen Earns Certified Board Advisor (CBA) Designation

November 15th, 2016

Matthew Petersen, CBA, CTFA, AIF® has been named as a Certified Board Advisor (CBA) by the Center for Strategic Business Integrity. Matthew is an active board member of the Boys and Girls Clubs of Benton and Franklin Counties, the Lourdes Health Network Foundation, and the Columbia Basin... Continue reading →

Petersen Hastings Ranked in July's Financial Advisor
Magazine 2016 RIA Survey & Ranking

August 26th, 2016

Petersen Hastings is pleased to announce that it is once again included in the listing of Financial Advisor’s Top RIA Ranking with $546 million assets under management. Financial Advisor Magazine reports annually an exclusive list of the nation’s leading independent financial advisory firms in the nation... Continue reading →

Petersen Hastings Welcomes Ben Tanke as
Associate Retirement Plans Advisor

August 26th, 2016

On August 8, 2016, Petersen Hastings announced that Benjamin Tanke has joined the firm as Associate Retirement Plan Advisor. Ben will provide services and advice to retirement plan trustees and retirement plan participants. Scott Sarber, President of Petersen Hastings said... Continue reading →

Petersen Hastings Welcomes Jerrie Kulesza as Client Service Liaison

August 26th, 2016

On June 15th, 2016, Petersen Hastings announced that Jerrie Kulesza has joined their team as a Client Service Liaison.  Jerrie will provide client services and administrative support to Petersen Hastings’ diverse client base.

Scott Sarber, President of Petersen Hastings said... Continue reading →

Petersen Hastings Named 2016 Financial Times
300 Top Registered Investment Advisors

June 29th, 2016

Petersen Hastings is pleased to announce it has been named to the Financial Times 300 (FT 300) Top Registered Investment Advisers, as of June 16, 2016. The list recognizes top independent RIA firms... Continue reading →

Jeff Petersen Attains Certified Board Advisor (CBA) Designation

June 29th, 2016

The Center for Strategic Business Integrity grants Jeffrey Petersen, CBA the professional designation of Certified Board AdvisorTM. National Headquarters, Washington D.C. Metro Area –Mr. Jeffrey Petersen, CFP®, AIF®, CBA was named today as a Certified Board Advisor (CBA) by the Center for Strategic Business Integrity. Jeffrey is current Chair of the Tri-Cities... Continue reading →

Petersen Hastings Names Kevin McVicker as Portfolio Analyst

June 29th, 2016

On March 1, 2016, Petersen Hastings announced that Kevin McVicker has joined the firm as a Portfolio Analyst. Kevin will execute equity and fixed income security transactions, review and maintain client account asset allocation targets, prepare financial reports, and provide... Continue reading →

Financial Awareness Event - April 22, 2016

April 19, 2016

April is Financial Awareness Month!

Petersen Hastings will be hosting a free service to the community Friday, April 22nd at the Richland Public Library.
All are welcome... Continue reading →

Bike Tri-Cities 2016 - Ride or Donate!

April 19, 2016

Support Bike Tri-Cities by donating and of course, riding a bicycle!
In its simplest form, National
BikeChallenge.org is an easy logging center for you to record the miles you ride while competing with other riders all over the country. But NationBike Challenge.org is so much more than that. It is a community of people who all share a love of riding bikes... Continue reading →

Matthew Petersen Earns Certified Trust and
Financial Advisor (CTFA) Designation

March 1st, 2016

Petersen Hastings Now a Member of National Association of
Personal Financial Advisors (NAPFA)

February 1st, 2016

Petersen Hastings is proud to announce their membership in the National Association of Personal Financial Advisors (NAPFA).  Five of their Advisors; Jeffrey Petersen CFP®, Scott Sarber, CFP® Blaine Carr, CFP® Josh Chittenden, CFP® and Kevin Floyd, CFP® are listed as Advisors, and Matt Neff, CRPC® Kelly Custer, CRPC® Matthew Petersen, and Donna Yakawich, CPA® are listed as Associates..... Continue reading →

Petersen Hastings Partners with National Advisors Trust
Company (NATC) to Expand Trust Services
New private-labeled trust services brand formed, Petersen Hastings Private Trust

January 25th, 2016

Petersen Hastings, the second largest independent wealth management firm in Eastern Washington, today announced that it has joined National Advisors Trust Company (NATC) as its newest client and become a shareholder in National Advisors Holdings, Inc. The partnership significantly expands Petersen Hastings’ trust solutions as part of the company’s holistic approach to providing.... Continue reading →

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