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Peterson Financial Group, Inc.

● SEC registered since 2021CRD 169519SEC# 801-120786Des Moines, IA
Export (members)
Reg. AUM
$247.6M
Employees
11
Accounts
1,251
Location
Des Moines, IA

Peterson Financial Group, Inc. assets under management

Peterson Financial Group, Inc. is a registered investment adviser overseen by the SEC based in Des Moines, IA. The firm has been registered since 2021. It reports $247.6 million in regulatory assets under management and employs 11 people.
twitter.com/epetersonfgView on SEC.gov ↗

Peterson Financial Group, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Eric Alan Peterson ControlPresident/Chief Compliance OfficerOver 75%2013
Linda Louise Richardson ControlChief Operating OfficerUnder 5%2019

Frequently asked questions

How much does Peterson Financial Group, Inc. manage?

Peterson Financial Group, Inc. reports $247.6 million in regulatory assets under management on its Form ADV.

How many employees does Peterson Financial Group, Inc. have?

Peterson Financial Group, Inc. reports 11 employees.

Where is Peterson Financial Group, Inc. located?

Peterson Financial Group, Inc. is based in Des Moines, IA and has been SEC-registered since 2021.

Does Peterson Financial Group, Inc. disclose fund performance?

Peterson Financial Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address220 SW 9th St., Suite 230, Des Moines, IA 50309
Phone515-226-1500
Fax515-226-0213
Office hours9:00-5:00
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$234.9M
Non-discretionary$12.7M
Total (RAUM)$247.6M