Eric Alan Peterson
Financial advisor at Peterson Financial Group, Inc. · Des Moines, IA
Last updated 2026-10-10
Claim your profileEric Alan Peterson is a financial advisor at Peterson Financial Group, Inc. in Des Moines, IA, CRD 2559934. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2007-01-08.
Registration
- CRD number
- 2559934
- Registration status
- Active
- IAPD registration
- 2007-01-08
- Industry Experience
- 19 years
- Work Experience
- 20 years
- States registered
- IA, TX
Licenses and exams
- Series 63
- Series 65
Work history
- 2005-11 to 2017-12 · Apollo Delivery Services, LLC · Ankeny, IA
- 2013-10 to Present · Peterson Financial Group, Inc. · West Des Moines, IA
Current employment
- Peterson Financial Group, Inc. · Des Moines, IA
Peterson Financial Group, Inc.
- Regulatory AUM
- $299,196,453
- Registered advisors
- 3
- Offices
- 1
- Average AUM per client
- $573.2K (Low)
- High-net-worth client ratio
- 12.3% (Low)
Peterson Financial Group, Inc.: advisors, services and reported ETF investments
About
Eric Alan Peterson is a financial advisor at Peterson Financial Group, Inc. in Des Moines, IA. Reported securities licenses include Series 63 and Series 65. The latest record indicates 19 years of industry experience and 20 years of reported work history. Reported roles include Apollo Delivery Services, LLC.
SEC disclosures list additional business and community activities: 1) Agent; Insurance Sales; Investment Related: No; Location: 220 Sw 9th Suite 230 Des Moines: ; investment related: no; description of business: marketing services (radio, television, commercials and consumer education events); Services used to market peterson financial group advisory services.
Peterson Financial Group, Inc.'s firm-level Form ADV reports 3 advisors across 1 offices; approximately 174.0 clients per advisor, average assets per client of $573,173, and regulatory AUM of $299.2M; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Selection of Other Advisers, Educational Seminars or Workshops.
What this firm offers
Filed by Peterson Financial Group, Inc. on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Selection of Other Advisers
- Educational Seminars or Workshops
Fee options
- Percentage of Assets Under Management
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Sells Non-Advisory Products or Services
Location
220 SW 9th St., Des Moines, IA 50309
3 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 515-226-1500
- Website: petersonfg.com
Official record
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