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PETERSON FINANCIAL GROUP, INC.
CRD 169519 · SEC 801-120786
220 SW 9TH ST., SUITE 230, DES MOINES, IA, 50309, United States
Phone
515-226-1500
Fax
515-226-0213
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$299.2M
Discretionary AUM
$287.0M
Team
11 total employees; 3 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-02-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 452 | $194.1M |
| High net worth individuals | 64 | $98.6M |
| Pension/profit sharing plans | 6 | $6.5M |
States served
AZ, IA, NE, TX, FL
All web addresses on file
Official SEC filing: View on IAPD