Eric
Peterson
Peterson Financial Group, Inc
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About this Advisor
Eric Peterson is a financial advisor based in Des Moines, Iowa who has 10 years of industry experience. Peterson is an employee of Peterson Financial Group, Inc. Peterson has gained experience at Peterson Financial Services, LLC, Apollo Delivery Services, LLC, Global Financial Private Capital and Peterson Financial Group, Inc. Peterson holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can serve investors in Iowa. Peterson Financial Group, Inc is a registered investment business based out of Des Moines, IA. It controls $149 million in assets between its 1,019 accounts, making it one of the mid-sized firms in the United States by assets under management. Of its 1,019 client accounts, just 2% belong to high-net-worth investors who have at least $1 million in assets available to invest. Peterson Financial Group, Inc provides a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees charged by financial advisors usually vary depending on the type of financial services offered. However, fees billed by Peterson Financial Group, Inc most likely include asset-based and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Peterson Financial Group, Inc Brokerage Details
$148,537,741
9
1,019
$145,768
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Eric Peterson Work History
Eric has been registered as a financial advisor for 10 years.*
Peterson Financial Group, Inc
Global Financial Private Capital
Peterson Financial Services, LLC
Apollo Delivery Services, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Eric Peterson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Peterson Financial Group, Inc
Des Moines, IA
Des Moines, IA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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