Eric Peterson
Eric Peterson is a registered investment advisor at Peterson Financial Group, INC., based in Des Moines, IA, with 19 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 522 clients with $300M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.40% |
The wrap program fees for investment management accounts do not exceed 1.40% and will cover the cost charged by Peterson Financial Group, AEWM, any other third-party partners we utilize and the custodian (Fidelity).
Fee Estimator
Location
220 SW 9th St., Suite 230, Des Moines, IA, 50309
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Eric is an insurance agent selling fixed, fixed indexed annuities, and life insurance since 1998, dedicating minimal time to this. He is also the President of ETTN Marketing Group, Inc., providing marketing services, dedicating minimal time to this as well.
Employment History
Current Registrations
Peterson Financial Group, INC.
Previous Registrations
Global Financial Private Capital, LLC
American Investment Services
Synergy Investment Group, LLC
USA Financial Securities Corporation
Investment Advisors CORP
Successful Resource Management, LTD.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.