Eric Peterson, financial advisor Springfield MO
96 score

Eric Peterson

CRD Number: 1385776
Current Firm: Commonwealth Financial Network

Eric Peterson (CRD# 1385776) is an Investment Advisor Representative working at Commonwealth Financial Network in Springfield, MO and has over 31 years of experience in the finance industry. Eric Peterson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Commonwealth Financial Network Waltham, MA Aug 2011 - Current 5
Peterson Wealth Advisors Springfield, MO Aug 2011 - Current 5
Eric K. Peterson, LLC Springfield, MO Jul 2001 - Current 15
Christian County Commission Ozark, MO Sep 2000 - Current 16
Springfield Workshop, Inc. Springfield, MO Oct 1998 - Current 18
Eric K. Peterson Cfp Springfield, MO Jul 1985 - Current 31
Securities America Advisors Inc. Springfield, MO Jun 2006 - Aug 2011 5
Securities America, Inc. Omaha, NE Jun 2001 - Aug 2011 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1985
S65 NASAA Investment Advisors Law Examination May 1999
Contact Info for Eric K. Peterson
Phone Number: 781-736-0700
Registered State(s):
  • MO
By the Numbers
  • Total Assets Under Management
    52,073
    MILLIONS
  • Total Number of Accounts
    229,200
    ACCOUNTS
  • Average Account Value
    $227,194
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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