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Kade Archibald

Investment Adviser Representative at Peterson Rogers Private Wealth, LLC

Salt Lake City, UTCRD #8054812Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
1 yrs
Exams Passed
2

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Kade Archibald is an investment adviser representative with Peterson Rogers Private Wealth, LLC in Salt Lake City, UT, where they have been registered since 2025, the year they entered the securities industry. They have passed 2 industry qualification exams, including the Series 65 (investment adviser) and Series 3 (commodity futures). They are registered to provide investment advice in Texas and Utah.

Office

5305 S Highland Drive, Suite 100
Salt Lake City, UT 84117

Advisors at this office: 4

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Texas, Utah

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 6/10/2024
Series 3
National Commodity Futures Examination
Passed 2/15/2024

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Peterson Rogers Private Wealth, LLCCurrent
3/6/2025 – Salt Lake City, UT

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Peterson Rogers Wealth, LLC
    Jan 2024 – no end date reportedHolladay, UT
  2. Maddix Capital
    May 2023 – Nov 2023Lehi, UT
  3. Mercato Partners
    Jan 2023 – May 2023Cottonwood Heights, UT
  4. Student
    Aug 2019 – Jan 2023St. George, UT
  5. Cache County School District
    Jan 2013 – Jun 2019Smithfield, UT

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Peterson Rogers Private Wealth, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsSelection of Other AdvisersEducational Seminars and Workshops

Client types the firm serves

High Net WorthPension/Profit SharingCorporations

Firm assets under management

$100M–$500M

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
4
Offices listed on AdvisorFinder:
1
Main office:
Salt Lake City, UT
SEC file number:
801-127132

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of March 30, 2026

View full firm profile

Other advisors at Peterson Rogers Private Wealth, LLC

3 other advisors in the directory

View Peterson Rogers Private Wealth, LLC firm profile

Similar advisors in Salt Lake City, UT

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Kade Archibald has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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