Jared
Stines
Peterson Financial Group, Inc
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About this Advisor
Jared Stines is a financial advisor based out of Des Moines, Iowa, who has 4 years of relevant experience. Stines is currently employed by Peterson Financial Group, Inc. Throughout their career, Stines has worked at Directed Services, LLC, Pnc Investments, Voya Financial, Between Positions, Regions Bank, Cetera Investment Advisers LLC, Cetera Investment Services LLC, Peterson Financial Group, Inc and Cetera Investment Services. Stines maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to advise clients in Iowa. Peterson Financial Group, Inc is a registered investment company based in Des Moines, IA. It oversees $149 million in assets across its 1,019 accounts, making it one of the mid-sized firms in the country by assets under management. Of its 1,019 client accounts, just 2% belong to high-net-worth clients who have greater than $1 million in assets. Peterson Financial Group, Inc has a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. A financial advisor's fee schedules typically vary depending on which services are provided. Fees charged by Peterson Financial Group, Inc likely consist of 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
Jared Stines Work History
Jared has been registered as a financial advisor for 4 years.*
Peterson Financial Group, Inc
Regions Bank
Cetera Investment Advisers LLC
Cetera Investment Services LLC
Cetera Investment Services
Directed Services, LLC
Voya Financial
Between Positions
Pnc Investments
Pnc Investments
Pnc Investments
*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 Jared Stines 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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