Advisors at this firm
Eric P
Series 63, Series 65
Des Moines, IA
Peterson Financial Group, Inc.
Eric Peterson is a financial advisor at Peterson Financial Group, Inc. in Des Moines, Iowa, with 19 years of industry experience. He has been with Peterson Financial Group since 2013 and previously worked at Apollo Delivery Services, LLC. Outside of advising, he serves as president of ETTN Marketing Group, Inc., which provides marketing services including consumer education events. Peterson Financial Group serves individual and high-net-worth clients, focusing on retirement income planning, discretionary investment management, and integrated financial planning. The firm employs a structured Retirement Readiness Review process to guide asset allocation and offers portfolio management primarily through model managers on third-party platforms.
Jared S
Series 66
Des Moines, IA
Peterson Financial Group, Inc.
Jared Stines is a financial advisor at Peterson Financial Group, Inc. in Des Moines, IA, with 14 years of industry experience. He holds a Series 66 designation and has worked at firms including Cetera Investment Services and Voya Financial. Stines maintains an active insurance license, dedicating a substantial portion of his time to this role. Peterson Financial Group serves individual and high-net-worth clients, focusing on retirement income planning, discretionary investment management, and integrated financial planning. The firm employs a comprehensive Retirement Readiness Review process and offers portfolio management through model managers on third-party platforms, along with specialized services such as donor-advised fund sponsorship and private fund advising.
Richard R
Series 66
Des Moines, IA
Peterson Financial Group, Inc.
Richard Rademacher is a financial advisor at Peterson Financial Group, Inc. in Des Moines, IA, holding a Series 66 designation and bringing 10 years of industry experience. Prior to joining Peterson Financial Group in 2024, he worked at Thrivent Financial and Thrivent Investment Management Inc. from 2015 to 2024. Outside of his advisory role, he is also a licensed insurance agent offering life, health, and annuity products. Peterson Financial Group serves individual and high-net-worth clients with retirement income planning, discretionary investment management, and integrated financial planning. The firm’s investment process involves a detailed Retirement Readiness Review to guide asset allocation, utilizing equities, ETFs, and mutual funds, and oversees portfolios through third-party model managers with ongoing reviews.
