PETERSON FINANCIAL GROUP, INC. of DES MOINES, IA is an SEC-registered investment adviser (CRD 169519). Regulatory assets under management: $299.2M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Charities.
| 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 | — |