Tuesday, October 27, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe

Financial ADVSR advisor directory · SEC adviser records

Peterson Financial Group, Inc. financial advisors in Iowa

Every SEC-registered investment adviser representative at a Peterson Financial Group, Inc. office in Iowa, by city and A to Z.

The short answer

3 registered advisors work at Peterson Financial Group, Inc. in Iowa, out of 3 nationwide; it's the firm's number 1 state by advisors, and the most are in Des Moines (3). 0 list the CFP designation and 0 are also registered broker representatives.

Peterson Financial Group, Inc. advisors by city in Iowa

Every firm in Iowa →

Des Moines 3

Peterson Financial Group, Inc. advisors in Iowa, A to Z

Search by name →

Questions

How many Peterson Financial Group, Inc. financial advisors are in Iowa?

3 investment adviser representatives are registered at Peterson Financial Group, Inc. offices in Iowa, according to the SEC's Investment Adviser Public Disclosure records, out of 3 at the firm nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Where in Iowa does Peterson Financial Group, Inc. have the most advisors?

Des Moines, with 3. Peterson Financial Group, Inc. has advisors in 1 city in Iowa.

How do I check a Peterson Financial Group, Inc. advisor in Iowa?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Peterson Financial Group, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.