Peterson Financial Group, Inc.
● SEC registered since 2021CRD 169519SEC# 801-120786Des Moines, IA
Reg. AUM
$299.2M
Employees
11
Accounts
1,359
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 $299.2 million in regulatory assets under management and employs 11 people.
Peterson Financial Group, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Eric Alan Peterson Control | President/Chief Compliance Officer | Over 75% | 2013 |
| Linda Louise Richardson Control | Chief Operating Officer | Under 5% | 2019 |
Frequently asked questions
How much does Peterson Financial Group, Inc. manage?
Peterson Financial Group, Inc. reports $299.2 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
| Address | 220 SW 9th St., Suite 230, Des Moines, IA 50309 |
| Phone | 515-226-1500 |
| Fax | 515-226-0213 |
| Office hours | 9:00-5:00 |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$299.2M▲ 21%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 62%
Larger than 38% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$299.2Mregulatory AUM
Discretionary $287MNon-discretionary $12.2M