Active
PETERSON FINANCIAL GROUP, INC.
Investment Advice|DES MOINES, IA
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$247.6M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 234.9M |
| Non-Discretionary | 12.7M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 169519 |
| SEC Number | 801-120786 |
| Street Address | 220 SW 9TH ST. |
| Street Address 2 | SUITE 230 |
| Location | DES MOINES, IA 50309 |
| Country | United States |
| Phone | 515-226-1500 |
| Fax | 515-226-0213 |
| Total Employees | 11 |
Client Count by Type (495 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 382 |
| High Net Worth Individual… | 103 |
| Pension/Profit Sharing Pl… | 10 |
Community Partners
CITY OF ALLEMAN
CITY OF ALTOONA
CITY OF BONDURANT
CITY OF DES MOINES
CITY OF ELKHART
CITY OF GRANGER
CITY OF GRIMES
CITY OF JOHNSTON
CITY OF MITCHELLVILLE
CITY OF PLEASANT HILL
CITY OF POLK CITY
CITY OF RUNNELLS
CITY OF SHELDAHL
CITY OF URBANDALE
CITY OF WEST DES MOINES
CITY OF WINDSOR HEIGHTS
COUNTY OF POLK
CITY OF ALLEMAN
CITY OF ALTOONA
CITY OF BONDURANT
CITY OF DES MOINES
CITY OF ELKHART
CITY OF GRANGER
CITY OF GRIMES
CITY OF JOHNSTON
CITY OF MITCHELLVILLE
CITY OF PLEASANT HILL
CITY OF POLK CITY
CITY OF RUNNELLS
CITY OF SHELDAHL
CITY OF URBANDALE
CITY OF WEST DES MOINES
CITY OF WINDSOR HEIGHTS
COUNTY OF POLK
CITY OF ALLEMAN
CITY OF ALTOONA
CITY OF BONDURANT
CITY OF DES MOINES
CITY OF ELKHART
CITY OF GRANGER
CITY OF GRIMES
CITY OF JOHNSTON
CITY OF MITCHELLVILLE
CITY OF PLEASANT HILL
CITY OF POLK CITY
CITY OF RUNNELLS
CITY OF SHELDAHL
CITY OF URBANDALE
CITY OF WEST DES MOINES
CITY OF WINDSOR HEIGHTS
COUNTY OF POLK
Municipal Government
17 Active
17
Organizations
BEAVER CREEK WATERSHED MANAGEMENT AUTHORITY
CENTRAL IOWA REGIONAL HOUSING AUTHORITY
CENTRAL IOWA REGIONAL TRANSPORTATION PLANNING ALLIANCE
DES MOINES AREA METROPOLITAN PLANNING ORGANIZATION
DES MOINES METROPOLITAN TRANSIT AUTHORITY
DES MOINES METRO WASTE AUTHORITY
DES MOINES REGIONAL TRANSIT AUTHORITY
DES MOINES WASTEWATER RECLAMATION AUTHORITY
FOURMILE CREEK WATERSHED MANAGEMENT AUTHORITY
HEART OF IOWA REGIONAL TRANSIT AGENCY
IOWA PUBLIC POWER AGENCY
METRO WASTE AUTHORITY
MUD CAMP & SPRING CREEKS WATERSHED MANAGEMENT AUTHORITY
POLK COUNTY CONSERVATION BR
POLK COUNTY E911 SERVICE BOARD
POLK COUNTY SOIL CONSERVATION DISTRICT
URBANDALE SANITARY SEWER DISTRICT
URBANDALE-WINDSOR HEIGHTS SANITARY DISTRICT
WALNUT CREEK WATERSHED MANAGEMENT AUTHORITY
BEAVER CREEK WATERSHED MANAGEMENT AUTHORITY
CENTRAL IOWA REGIONAL HOUSING AUTHORITY
CENTRAL IOWA REGIONAL TRANSPORTATION PLANNING ALLIANCE
DES MOINES AREA METROPOLITAN PLANNING ORGANIZATION
DES MOINES METROPOLITAN TRANSIT AUTHORITY
DES MOINES METRO WASTE AUTHORITY
DES MOINES REGIONAL TRANSIT AUTHORITY
DES MOINES WASTEWATER RECLAMATION AUTHORITY
FOURMILE CREEK WATERSHED MANAGEMENT AUTHORITY
HEART OF IOWA REGIONAL TRANSIT AGENCY
IOWA PUBLIC POWER AGENCY
METRO WASTE AUTHORITY
MUD CAMP & SPRING CREEKS WATERSHED MANAGEMENT AUTHORITY
POLK COUNTY CONSERVATION BR
POLK COUNTY E911 SERVICE BOARD
POLK COUNTY SOIL CONSERVATION DISTRICT
URBANDALE SANITARY SEWER DISTRICT
URBANDALE-WINDSOR HEIGHTS SANITARY DISTRICT
WALNUT CREEK WATERSHED MANAGEMENT AUTHORITY
BEAVER CREEK WATERSHED MANAGEMENT AUTHORITY
CENTRAL IOWA REGIONAL HOUSING AUTHORITY
CENTRAL IOWA REGIONAL TRANSPORTATION PLANNING ALLIANCE
DES MOINES AREA METROPOLITAN PLANNING ORGANIZATION
DES MOINES METROPOLITAN TRANSIT AUTHORITY
DES MOINES METRO WASTE AUTHORITY
DES MOINES REGIONAL TRANSIT AUTHORITY
DES MOINES WASTEWATER RECLAMATION AUTHORITY
FOURMILE CREEK WATERSHED MANAGEMENT AUTHORITY
HEART OF IOWA REGIONAL TRANSIT AGENCY
IOWA PUBLIC POWER AGENCY
METRO WASTE AUTHORITY
MUD CAMP & SPRING CREEKS WATERSHED MANAGEMENT AUTHORITY
POLK COUNTY CONSERVATION BR
POLK COUNTY E911 SERVICE BOARD
POLK COUNTY SOIL CONSERVATION DISTRICT
URBANDALE SANITARY SEWER DISTRICT
URBANDALE-WINDSOR HEIGHTS SANITARY DISTRICT
WALNUT CREEK WATERSHED MANAGEMENT AUTHORITY
Special District
19 Active
19
Organizations
ANKENY COMMUNITY SCHOOL DISTRICT
BONDURANT-FARRAR COMMUNITY SCHOOL DISTRICT
DES MOINES INDEPENDENT COMMUNITY SCHOOL DISTRICT
HEARTLAND AREA EDUCATION AGENCY
JOHNSTON COMMUNITY SCHOOL DISTRICT
NORTH POLK COMMUNITY SCHOOL DISTRICT
SAYDEL CONSOLIDATED SCHOOL DISTRICT
SOUTHEAST POLK COMMUNITY SCHOOL DISTRICT
URBANDALE COMMUNITY SCHOOL DISTRICT
WEST DES MOINES COMMUNITY SCHOOL DISTRICT
ANKENY COMMUNITY SCHOOL DISTRICT
BONDURANT-FARRAR COMMUNITY SCHOOL DISTRICT
DES MOINES INDEPENDENT COMMUNITY SCHOOL DISTRICT
HEARTLAND AREA EDUCATION AGENCY
JOHNSTON COMMUNITY SCHOOL DISTRICT
NORTH POLK COMMUNITY SCHOOL DISTRICT
SAYDEL CONSOLIDATED SCHOOL DISTRICT
SOUTHEAST POLK COMMUNITY SCHOOL DISTRICT
URBANDALE COMMUNITY SCHOOL DISTRICT
WEST DES MOINES COMMUNITY SCHOOL DISTRICT
ANKENY COMMUNITY SCHOOL DISTRICT
BONDURANT-FARRAR COMMUNITY SCHOOL DISTRICT
DES MOINES INDEPENDENT COMMUNITY SCHOOL DISTRICT
HEARTLAND AREA EDUCATION AGENCY
JOHNSTON COMMUNITY SCHOOL DISTRICT
NORTH POLK COMMUNITY SCHOOL DISTRICT
SAYDEL CONSOLIDATED SCHOOL DISTRICT
SOUTHEAST POLK COMMUNITY SCHOOL DISTRICT
URBANDALE COMMUNITY SCHOOL DISTRICT
WEST DES MOINES COMMUNITY SCHOOL DISTRICT
School District
10 Active
10
Organizations
1000 FRIENDS OF IOWA
10 SQUARED MEN OF GRANGER
132 WING CHIEFS GROUP
17 11 JE2060
17 11 JE 2060
17Q12 FOUNDATION
22 CHAPTER E-NJ
234 INC
34TH INFANTRY DIVISION ASSOCIATION
393 BURLINGTON COUNCIL
3 PRINCIPLES NETWORK
40014 SE POLK IA
48 CHAPTER HO-KS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
1000 FRIENDS OF IOWA
10 SQUARED MEN OF GRANGER
132 WING CHIEFS GROUP
17 11 JE2060
17 11 JE 2060
17Q12 FOUNDATION
22 CHAPTER E-NJ
234 INC
34TH INFANTRY DIVISION ASSOCIATION
393 BURLINGTON COUNCIL
3 PRINCIPLES NETWORK
40014 SE POLK IA
48 CHAPTER HO-KS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
1000 FRIENDS OF IOWA
10 SQUARED MEN OF GRANGER
132 WING CHIEFS GROUP
17 11 JE2060
17 11 JE 2060
17Q12 FOUNDATION
22 CHAPTER E-NJ
234 INC
34TH INFANTRY DIVISION ASSOCIATION
393 BURLINGTON COUNCIL
3 PRINCIPLES NETWORK
40014 SE POLK IA
48 CHAPTER HO-KS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization
10578 Active
10578
Organizations
Community Partners96 organizations
CITY OF ALLEMAN
Municipal Government·ALLEMAN
CITY OF BONDURANT
Municipal Government·BONDURANT
CITY OF DES MOINES
Municipal Government·DES MOINES
CITY OF ELKHART
Municipal Government·ELKHART
CITY OF GRANGER
Municipal Government·GRANGER
CITY OF JOHNSTON
Municipal Government·JOHNSTON
CITY OF PLEASANT HILL
Municipal Government·PLEASANT HILL
CITY OF POLK CITY
Municipal Government·POLK CITY
CITY OF SHELDAHL
Municipal Government·SHELDAHL
CITY OF WINDSOR HEIGHTS
Municipal Government·WINDSOR HEIGHTS
COUNTY OF POLK
Municipal Government·DES MOINES
CENTRAL IOWA REGIONAL HOUSING AUTHORITY
Special District·GRIMES
CENTRAL IOWA REGIONAL TRANSPORTATION PLANNING ALLIANCE
Special District·DES MOINES
DES MOINES AREA METROPOLITAN PLANNING ORGANIZATION
Special District·DES MOINES
DES MOINES REGIONAL TRANSIT AUTHORITY
Special District·DES MOINES
HEART OF IOWA REGIONAL TRANSIT AGENCY
Special District·URBANDALE
IOWA PUBLIC POWER AGENCY
Special District·ALGONA
METRO WASTE AUTHORITY
Special District·DES MOINES
POLK COUNTY CONSERVATION BR
Special District·GRANGER
POLK COUNTY SOIL CONSERVATION DISTRICT
Special District·ANKENY
URBANDALE-WINDSOR HEIGHTS SANITARY DISTRICT
Special District·DES MOINES
HEARTLAND AREA EDUCATION AGENCY
School District·JOHNSTON
SOUTHEAST POLK COMMUNITY SCHOOL DISTRICT
School District·ALTOONA
1000 FRIENDS OF IOWA
Nonprofit Organization·DES MOINES
10 SQUARED MEN OF GRANGER
Nonprofit Organization·Granger
132 WING CHIEFS GROUP
Nonprofit Organization·Des Moines
17 11 JE2060
Nonprofit Organization·Des Moines
17 11 JE 2060
Nonprofit Organization·DES MOINES
17Q12 FOUNDATION
Nonprofit Organization·Grimes
22 CHAPTER E-NJ
Nonprofit Organization·DES MOINES
234 INC
Nonprofit Organization·West Des Moines
34TH INFANTRY DIVISION ASSOCIATION
Nonprofit Organization·JOHNSTON
393 BURLINGTON COUNCIL
Nonprofit Organization·Des Moines
3 PRINCIPLES NETWORK
Nonprofit Organization·Johnston
40014 SE POLK IA
Nonprofit Organization·Pleasant Hill
48 CHAPTER HO-KS
Nonprofit Organization·DES MOINES
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Des Moines
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Granger
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·West Des Moines
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Des Moines
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Bondurant
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Mitchellville
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Des Moines
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Des Moines
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Des Moines
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Des Moines
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Des Moines
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Mitchellville
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Des Moines
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Des Moines
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·grimes
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Des Moines
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Bondurant
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Des Moines
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Des Moines
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Des Moines
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Des Moines
515 SOCCER ACADEMY
Nonprofit Organization·Pleasant Hill
5K FOR 5 CHARITIES FOUNDATION
Nonprofit Organization·Des Moines
6TH AVENUE CORRIDOR INC
Nonprofit Organization·DES MOINES
8035 TRACTION
Nonprofit Organization·Des Moines
8TH COLLEGE CONNECTIONS
Nonprofit Organization·Des Moines
93 CHAPTER AZ-OR
Nonprofit Organization·DES MOINES
93 CHAPTER CB-OR
Nonprofit Organization·DES MOINES
94 CHAPTER LB-CA
Nonprofit Organization·DES MOINES
95 CHAPTER SY-CA
Nonprofit Organization·DES MOINES
ABOD SHELTERS FOUNDATION
Nonprofit Organization·West Des Moines
ABOVE & BEYOND CANCER INC
Nonprofit Organization·West Des Moines
ABRAHAM LINCOLN HIGH SCHOOL ALUMNI
Nonprofit Organization·DES MOINES
ABRAHAM LINCOLN HIGH SCHOOL ALUMNI ASSOCIATION
Nonprofit Organization·Des Moines
ABWA-WEST DESMOINES CHARTER CHAPTER
Nonprofit Organization·Des Moines
ABYEI COMMUNITY OF IOWA
Nonprofit Organization·DES MOINES
ABYEI NGOK COMMUNITY ASSOCIATION IN THE US INC ANCAUS INC
Nonprofit Organization·Des Moines