# Peterson Financial Group

Peterson Financial Group is a Bank / Wealth / Trust based in Des Moines, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Des Moines, United States
- **Region:** North America
- **Address:** Des Moines, IA, United States
- **Founded:** 2008
- **Assets under management:** Undisclosed
- **Website:** petersonfg.com
- **LinkedIn:** https://www.linkedin.com/company/peterson-financial-group

## Regulatory record

- **CRD number:** 169519
- **SEC file number:** 801-120786
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/169519

## About

Formed in 2008, Peterson Financial Group is an Iowa-registered investment adviser led by founder Eric Peterson. The firm focuses on individual and high-net-worth clients in the Des Moines area, with a service model built around retirement readiness and tax-conscious planning. Peterson Financial Group's deployment centers on retirement-income strategies. The firm uses a proprietary four-step process — tax return review, income analysis, risk and fee analysis, and estate plan review — to develop a written investment plan for each client. Product emphasis leans toward annuities, as shown by the firm's dedicated guide, 'How to Create Income in Retirement,' which addresses annuity withdrawal options. Client outreach runs through live events and the 'Retirement Ready' podcast, broadcast Sundays on WHO Newsradio 1040. Eric Peterson is the sole named principal. There are no disclosed team-size figures, additional offices, or vehicles beyond the core advisory entity. The firm publishes Peterson's book, 'Preparing for the Back Nine of Life: A Straightforward Guide to Getting Retirement Ready,' as a marketing tool for prospective clients. Peterson Financial Group's structural differentiator is its direct-to-consumer media loop: a local AM-radio show and live-event pipeline that feeds a broad audience of retirees into a tax-and-estate planning funnel. This bypasses traditional institutional channels entirely.

## Sectors

- Wealth Management
- Financial Planning
- Retirement Income

## People

- Eric Peterson — Founder

## Questions

### How does Peterson Financial Group source its clients?

The firm relies on a direct-to-consumer model anchored by a weekly AM radio show, 'Retirement Ready with Eric Peterson,' and in-person financial events. The podcast and event registration funnel prospects into the firm's proprietary four-step evaluation process, which begins with a tax return review.

### Does Peterson Financial Group manage institutional capital?

No. The firm's website and regulatory posture indicate a sole focus on advisory services for individuals and high-net-worth individuals. There is no mention of institutional separate accounts, pooled vehicles, or institutional mandates.

## Related profiles

- [Petersen & Partners](https://altss.com/profile/petersen-partners)
- [Peterson Partners](https://altss.com/profile/peterson-partners)

---

Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/peterson-financial-group

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology