Eric Alan Peterson

Employer firm

Peterson Financial Group, Inc. CRD 169519

$299M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2005 → 12/2017
  Apollo Delivery Services, Llc
  Ankeny, IA
• 10/2013 → Present
  Peterson Financial Group, Inc.
  West Des Moines, IA

Previous Registrations

• 2011-01-05 → 2013-11-29
  Global Financial Private Capital, Inc.
  W Des Moines, IA
  Sarasota, FL
• 2008-12-12 → 2010-11-29
  American Investment Services
  West Des Moines, IA
• 2008-10-01 → 2009-12-31
  Synergy Investment Group, Llc
  Des Moines, IA
  Palm Harbor, FL
• 2008-01-07 → 2008-09-30
  Usa Financial Securities Llc
  Desmoines, IA
  Desmoines, IA
  Ada, MI
• 2007-05-16 → 2007-12-31
  Investment Advisors Corp
  Ankeny, IA
• 2007-01-08 → 2007-05-22
  Successful Resource Management, Ltd.
  Johnston, IA

Other Businesses

1) Agent; Insurance Sales; Investment Related: No; Location: 220 SW 9th Suite 230 Des Moines, IA 50309; Description of the business: Sale of fixed, fixed indexed annuities, and life insurance; Start date : 1998; Trading hours: 4/ month 2) President; ETTN Marketing Group, Inc.; Investment Related: No; Description of business: Marketing services (radio, television, commercials and consumer education events). Services used to market Peterson Financial Group advisory services. Trading hours: 1/ month

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-12-11
• S63 Uniform Securities Agent State Law Examination
  1994-12-29