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Home > Retirement Planners > iowa > des moines > PETERSON FINANCIAL GROUP, INC.
PETERSON FINANCIAL GROUP, INC.
220 Sw 9th St.
Suite 230
Des Moines, Iowa 50309
Tel: 515-226-1500
About PETERSON FINANCIAL GROUP, INC.
PETERSON FINANCIAL GROUP, INC, formally registered with the SEC as PETERSON FINANCIAL GROUP, INC. The firm was established in 04/13/2021. They have over 1 offices throughout the country.
PETERSON FINANCIAL GROUP, INC. is a Des Moines, Iowa based Financial Planning firm with nearly $247,615,222 assets under management, offering retirement planning & investment advisory services to 1251 clients. The firm is staffed with 11 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 169519 |
| SEC# | 801-120786 |
| Assets Managed by Firm | $247,615,222 |
| No. of Clients | 1251 |
| No. of Advisors | 11 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1251 | $247,615,222 |
| Individuals (other than high net worth individuals) | 382 | $133,247,970 |
| High net worth individuals | 103 | $109,550,632 |
| Pension and profit sharing plans | 10 | $4,816,620 |
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