Peterson Financial Group, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$292,674,796
Clients
516
Advisors
3
of 11 employees
About
Peterson Financial Group serves individual and high-net-worth clients, offering retirement income planning, ongoing discretionary investment management, and integrated financial planning. The firm’s services include portfolio management using equities, ETFs, and mutual funds, guidance on insurance and annuity products, and a complimentary initial consultation for prospective clients.
The firm’s investment process centers on a four-step Retirement Readiness Review — income gap analysis, risk analysis (including a behavioral analytics tool and a Nitrogen-based risk score), survivorship analysis, and tax-bucket analysis — to build client profiles and guide asset allocation. Portfolios are typically implemented through model managers accessed via a third-party platform, with ongoing oversight and at least annual reviews.
Compared with many peers, Peterson Financial Group sponsors its own wrap-fee program and acts as a sponsor for donor-advised funds while also advising on private fund investments, features highlighted in the brochure. The firm also discloses participation in third‑party model and platform arrangements, notes receipt of travel/marketing reimbursements tied to product sponsors and training events, and indicates it advertises third‑party ratings in its materials, which are less common among similar-sized supported firms.
Client services
Expertise
Fee options
Up to 1.40% annually
Commission compensation related to insurance products and annuities
Main office
220 SW 9th St., Suite 230
Des Moines IA 50309
Advisors at this office
3
Most active in
Arizona · Florida · Iowa · Nebraska · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
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 with Peterson Financial Group, Inc. in Des Moines, IA, holding a Series 66 designation and 15 years of industry experience. He has worked with firms including Cetera Investment Services, Regions Bank, Directed Services, LLC, and Voya Financial. Outside of advisory work, he is a managing member of Lee Mountain Co., LLC. Peterson Financial Group serves individual and high-net-worth clients by offering retirement income planning, discretionary investment management, and integrated financial planning. The firm uses a structured Retirement Readiness Review to guide asset allocation and implements portfolios through model managers with ongoing oversight.
Richard R
Series 66
Des Moines, IA
Peterson Financial Group, Inc.
Richard Rademacher is a financial advisor with Peterson Financial Group, Inc. in Des Moines, IA, holding a Series 66 designation and 10 years of industry experience. He previously worked at Thrivent Financial and Thrivent Investment Management Inc. from 2015 to 2024. Outside of his advisory role, he is 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 approach includes a structured Retirement Readiness Review process and portfolio implementation through third-party model managers, along with sponsorship of wrap-fee programs and donor-advised funds.
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