Investment adviser · CRD 169519
PETERSON FINANCIAL GROUP, INC.
Investment adviser filing (IA)
DES MOINES, IA, United States · Form ADV filed Feb 24, 2026
- Regulatory AUM
- $299M Form ADV · Item 5.F
- Client accounts
- 1,359 Accounts, not individual clients
- Employees
- 11 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 452 | $194,086,235 | 64.9% |
| High-net-worth individuals | 64 | $98,588,561 | 33.0% |
| Retirement plans | 6 | $6,521,657 | 2.2% |
Filing source
Form ADV 2045627 · Feb 24, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 24, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Fixed
Principal office
220 SW 9TH ST., SUITE 230DES MOINES, IA, 50309, United States
CRD 169519
Filing source
Form ADV 2045627 · Feb 24, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.