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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-31-2013
- Office Locations
- 1
Office Locations
About Peterson Financial Group, Inc.
Peterson Financial Group (Des Moines, IA) delivers a 4-step financial planning process, including risk and fee analysis and estate plan review, supported by tax-planning tools like its Tax Bill Calculator. The team works with retirees and entrepreneurs on portfolio construction and ongoing asset management, primarily using ETFs and mutual funds, and incorporates insurance/annuity solutions when appropriate. Custody includes Fidelity/NFS and the practice runs on Orion.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ERIC ALAN PETERSON
Associate Advisor, Chief Compliance Officer, President
- CRD
- #2559934
- Ownership
- 75% or more
LINDA LOUISE RICHARDSON
Chief Operating Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Richard Rademacher
Associate Advisor
- CRD
- #6575309
JARED LEE STINES
Associate Advisor
- CRD
- #5896834
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $286,987,856 | $225,265 |
| Non-Discretionary | $12,208,597 | $143,631 |
| Total | $299,196,453 | $220,159 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q3 2024
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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