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Eric Alan Peterson

Peterson Financial Group, Inc.

Des Moines, IA

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Current Employers
Peterson Financial Group, Inc.

220 Sw 9Th St. Suite 230, Des Moines, IA 50309 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-02-28
IA RA APPROVED 2013-10-31
  • TX RA
    APPROVED_RES
    Since 2024-02-28
  • IA RA
    APPROVED
    Since 2013-10-31

Branch Locations

220 Sw 9Th St. Suite 230, Des Moines, IA 50309 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Apollo Delivery Services, Llc Ankeny IA 11/2005 12/2017
Peterson Financial Group, Inc. West Des Moines IA 10/2013 Present
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
    Des Moines, IA
    Palm Harbor, FL
  • 2008-01-07 → 2008-09-30
    Desmoines, IA
    Desmoines, IA
    Ada, MI
  • 2007-05-16 → 2007-12-31
    Investment Advisors Corp
    Ankeny, IA
  • 2007-01-08 → 2007-05-22
    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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-12-11
S63 Uniform Securities Agent State Law Examination 1994-12-29
  • S65 Uniform Investment Adviser Law Examination
    2006-12-11
  • S63 Uniform Securities Agent State Law Examination
    1994-12-29

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