Eric Alan Peterson
Investment adviser representative at Peterson Financial Group, Inc.
21 yearsExperience
2 statesRegistered in
$299.2MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
21 years in the industry.
- Peterson Financial Group, Inc.Oct 2013 to now
- Apollo Delivery Services, LLCNov 2005 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 2 states (IA, TX).
Peterson Financial Group, Inc.
$299.2MAssets managed
522Clients
3Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2559934
- Firm CRD
- 169519