Peterson Financial Group, Inc.

Peterson Financial Group, Inc. (CRD# 169519) is a financial advisory firm headquartered in Des Moines, IA. They manage $190,392,045 in 1,086 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
220 Sw 9th St., Suite 230, Des Moines, IA 50309
https://www.petersonfg.com/
By the Numbers
  • Total Assets Under Management
    190
    MILLION
  • Total Number of Accounts
    1,086
    ACCOUNTS
  • Average Account Value
    $175,315
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, FL, IA, NE, NH, TX

Financial Advisors at Peterson Financial Group, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Eric Peterson, financial advisor Des Moines IA
Eric A. Peterson
CRD#: 2559934
220 Sw 9th St., Suite 230, Des Moines, IA 50309

Eric Peterson (CRD# 2559934) is an Investment Advisor Representative working at Peterson Financial Group, Inc. in Des Moines, IA and has over 29 years of experience in the finance industry.

2
Jared Stines, financial advisor Des Moines IA
Jared L. Stines
CRD#: 5896834
220 Sw 9th St., Suite 230, Des Moines, IA 50309

Jared Stines (CRD# 5896834) is an Investment Advisor Representative working at Peterson Financial Group, Inc. in Des Moines, IA and has over 12 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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