What departments does Peterson Financial have?

Peterson Financial has employees across 3 departments including Finance, Operations, Administrative.

What is the largest department at Peterson Financial?

The largest department at Peterson Financial is Finance with 1 employees.

Where are Peterson Financial employees located globally?

Peterson Financial has employees across 2 continents and 2 countries including Nigeria, United States Of America.

How has Peterson Financial's team size changed over time?

Peterson Financial's team has grown from approximately 1 to 6 employees based on available data.

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Peterson Financial Employee Directory

Financial ServicesIowa, United States11-50 Employees

Peterson Financial Group is a financial services firm based in West Des Moines, Iowa. It focuses on helping individuals create and grow wealth, safeguard life savings, and plan for the distribution of their estate in a tax-efficient manner. The company maintains a website at petersonfg.com.

Its client base consists of individuals seeking comprehensive wealth management, asset protection, and tax-efficient estate planning. Within the financial services industry, it operates as a small- to mid-sized advisory practice serving a regional market.

Peterson Financial Global Highlights

North America
15

United States Of America
15

Africa
1

Nigeria
1

Peterson Financial's Leadership

P. P.
Founder, Financial Planning, Brokerage & Advisory Services
Mobile Phone
Email
J. T.
Director Of Case Planning
Mobile Phone
Email
S. B.
Operations Manager
Mobile Phone
Email
K. R. P.
Managing Member
Mobile Phone
Email
C. P.
Admin Asst
Mobile Phone
Email
E. Y.
Administrative Assistant
Mobile Phone
Email

Peterson Financial Employee Metrics

100%

50%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other
Business
Community & Social Services
Finance

Contact profiles from Peterson Financial

Name

Title

Contact Info

Location

Last Update

P. P.
Founder, Financial Planning, Brokerage & Advisory Services
Mobile Phone
Email
Oct 21, 2024
J. T.
Director Of Case Planning
Mobile Phone
Email
Oct 17, 2024
S. B.
Operations Manager
Mobile Phone
Email
United StatesUtah
Mar 25, 2026
K. R. P.
Managing Member
Mobile Phone
Email
Oct 23, 2024
C. P.
Admin Asst
Mobile Phone
Email
United StatesAlaska
Jan 27, 2026
E. Y.
Administrative Assistant
Mobile Phone
Email
United StatesUtah
Jan 27, 2026

Frequently Asked Questions

What is Peterson Financial known for?

Peterson Financial operates in the Financial Services industry. The company's main headquarters is located in 1011 Office Park Road West Des Moines, Iowa 50265 United States. Explore Peterson Financial's company overview page for more information.

What is Peterson Financial's most common email format?

Peterson Financial employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Peterson Financial email formats with LeadIQ.

How many employees does Peterson Financial have currently?

Peterson Financial has approximately 16 employees as of May 2026. These team members are located across 2 continents, including North AmericaAfrica.

Who are Peterson Financial's key employees and leadership?

As of May 2026, Peterson Financial's key employees include:

Founder, Financial Planning, Brokerage & Advisory Services: P. P.
Director Of Case Planning: J. T.
Operations Manager: S. B.
Managing Member: K. R. P.
Admin Asst: C. P.

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Peterson Financial Employee Directory

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