# PETERSON FINANCIAL GROUP, INC.

PETERSON FINANCIAL GROUP, INC. of DES MOINES, IA is an SEC-registered investment adviser.

## Registration

- CRD: 169519
- Type: SEC-registered investment adviser
- SEC file number: 801-120786
- Location: 220 SW 9TH ST., SUITE 230, DES MOINES, IA, 50309
- Phone: 515-226-1500
- Latest filing: 2026-02-24
- Regulatory AUM: $299.2M
- Discretionary AUM: $287.0M
- Non-discretionary AUM: $12.2M
- Clients: 11
- Accounts: 1,359

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Eric Alan Peterson | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| Linda Louise Richardson | CHIEF OPERATING OFFICER | — |
| PETERSON GREGORY ALAN | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| RICHARDSON LINDA LOUISE | CHIEF OPERATING OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/169519/brochure
- Similar advisers: https://search.stillhousedata.com/firm/169519/similar
- Related entities: https://search.stillhousedata.com/firm/169519/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/169519

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.