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PETERSON FINANCIAL GROUP, INC.
CRD 169519File 801-120786
APPROVED
Retail clients
Custody
Filing as of Feb 24, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$299.2M
Below cohort median (national)
Discretionary AUM
$287.0M
Non-discretionary $12.2M
Clients
522
1,359 accounts
Employees
11
Below cohort median in IA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Apr 13, 2021
- Principal office
- 220 SW 9TH ST., SUITE 230, DES MOINES, IA, 50309
- Phone
- 515-226-1500
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $299.2M
- Discretionary AUM
- $287.0M
- Non-discretionary AUM
- $12.2M
- Discretionary accounts
- 1,274
- Non-discretionary accounts
- 85
- Total accounts
- 1,359
- AUM per client
- $573K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 64 | $98.6M |
| Pension and profit sharing plans | 6 | $6.5M |
| Individuals (other than high net worth individuals) | 452 | $194.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.