Richard Rademacher
Richard Rademacher is a registered investment advisor at Peterson Financial Group, INC., based in Des Moines, IA, with 10 years of industry experience. Richard 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
Richard owns two rental properties in Des Moines and Waukee, Iowa, managed by Top Shelf Property Management, dedicating minimal time to this activity. He is also a sales agent offering life, health, and annuity insurance, spending about 10-20% of his time on this.
Employment History
Current Registrations
Peterson Financial Group, INC.
Previous Registrations
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
State Registrations1 state
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.