Insights

Personalized Wealth Planning Peterson Wealth Advisors emphasizes a highly personalized, one-to-one approach to financial planning, indicating a potential interest in client-centric advisory tools and customer relationship management solutions that enhance tailored service delivery.

Investment Strategy Focus The firm actively invests in prominent assets such as IBM and Mastercard, highlighting an openness to expanding investment management capabilities, including emerging asset classes and financial technology integrations.

Moderate Revenue Scale Operating within a revenue range of one to ten million dollars and a small team, Peterson Wealth Advisors represents an opportunity for scalable solutions targeting wealth management, reporting, and CRM systems suited for small to mid-sized financial firms.

Tech Stack Utilization The company's current technology stack includes cloud platforms, analytics, and security tools, suggesting they may benefit from advanced cybersecurity, migration support, and analytics solutions to enhance operational efficiency.

Local Regulatory Focus Serving exclusively Missouri residents, there is potential for localized marketing, compliance solutions, and financial advisory tools tailored to regional regulatory requirements and client engagement strategies.

Peterson Wealth Advisors, Springfield, MO Tech Stack

Peterson Wealth Advisors, Springfield, MO uses 8 technology products and services including Varnish, Amazon EC2, Google Fonts API, and more. Explore Peterson Wealth Advisors, Springfield, MO's tech stack below.

  • Varnish
    Caching
  • Amazon EC2
    Cloud Infrastructure Computing
  • Google Fonts API
    Font Scripts
  • Acquia Cloud
    Platform As A Service
  • PHP
    Programming Languages
  • New Relic
    Real User Monitoring
  • Google Analytics
    Web Analytics
  • Acquia Cloud Site Factory
    Web Hosting

Peterson Wealth Advisors, Springfield, MO's Email Address Formats

Peterson Wealth Advisors, Springfield, MO uses at least 1 format(s):
Peterson Wealth Advisors, Springfield, MO Email FormatsExamplePercentage
First@petersonwealthadvisors.comJohn@petersonwealthadvisors.com
33%
First.Last@petersonwealthadvisors.comJohn.Doe@petersonwealthadvisors.com
17%
First@petersonwealthadvisors.comJohn@petersonwealthadvisors.com
33%
First.Last@petersonwealthadvisors.comJohn.Doe@petersonwealthadvisors.com
17%

Frequently Asked Questions

Where is Peterson Wealth Advisors, Springfield, MO's headquarters located?

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Peterson Wealth Advisors, Springfield, MO's main headquarters is located at 1334 East Kingsley Street Suite b Springfield, Missouri 65804 United States. The company has employees across 1 continents, including North America.

What is Peterson Wealth Advisors, Springfield, MO's phone number?

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You can contact Peterson Wealth Advisors, Springfield, MO's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Peterson Wealth Advisors, Springfield, MO's official website and social media links?

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Peterson Wealth Advisors, Springfield, MO's official website is petersonwealthadvisors.com and has social profiles on LinkedIn.

What is Peterson Wealth Advisors, Springfield, MO's SIC code NAICS code?

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Peterson Wealth Advisors, Springfield, MO's SIC code is 6282 - Investment Advice NAICS code is 52 - Finance and Insurance.

How many employees does Peterson Wealth Advisors, Springfield, MO have currently?

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As of February 2026, Peterson Wealth Advisors, Springfield, MO has approximately 4 employees across 1 continents, including North America. Key team members include President / Certified Financial Planner™ Practitioner / Investment Advisor Representative: E. K. P.Senior Executive Assistant And Operations Director: V. S.Insurance Advisor: V. C.. Explore Peterson Wealth Advisors, Springfield, MO's employee directory with LeadIQ.

What industry does Peterson Wealth Advisors, Springfield, MO belong to?

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Peterson Wealth Advisors, Springfield, MO operates in the Financial Services industry.

What technology does Peterson Wealth Advisors, Springfield, MO use?

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Peterson Wealth Advisors, Springfield, MO's tech stack includes VarnishAmazon EC2Google Fonts APIAcquia CloudPHPNew RelicGoogle AnalyticsAcquia Cloud Site Factory.

What is Peterson Wealth Advisors, Springfield, MO's email format?

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Peterson Wealth Advisors, Springfield, MO's email format typically follows the pattern of First@petersonwealthadvisors.com. Find more Peterson Wealth Advisors, Springfield, MO email formats with LeadIQ.

Peterson Wealth Advisors, Springfield, MO

Financial ServicesMissouri, United States2-10 Employees

Peterson Wealth Advisors is a comprehensive financial services firm. We are committed to helping you plan for your financial independence, using a personalized one-to-one approach, and to help you design strategies intended to achieve your financial and life goals.

We look beyond your financial pictures into the realm of your most important values, relationships, and lifelong dreams. As we continue to build on the important aspects of your lives, we maintain our commitment to offer informed choices that are well suited for your needs.

We encourage you to explore our LinkedIn or our website and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to e-mail us or call us at (417) 887-4950. We look forward to hearing from you.


This communication is strictly intended for individuals residing in the states of Missouri. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Securities and advisory services offered through Commonwealth Financial Network®,Member www.FINRA.org, www.SIPC.org, a Registered Investment Adviser. 

Peterson Wealth Advisors
1334 East Kingsley Ste B. Springfield, MO 65804 
417-887-4950

Section iconCompany Overview

Headquarters
1334 East Kingsley Street Suite b Springfield, Missouri 65804 United States
Phone number
SIC Code
6282 - Investment Advice
NAICS Code
52 - Finance and Insurance
Employees
2-10

Section iconFunding & Financials

  • $1M$10M

    Peterson Wealth Advisors, Springfield, MO's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Peterson Wealth Advisors, Springfield, MO's revenue is estimated to be in the range of $1M$10M

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