Insights

Niche Market Focus Peterson Wealth Advisors specializes in personalized financial planning for clients within Missouri, creating an opportunity to offer localized financial tools, compliance solutions, and state-specific investment products that align with their client base.

Technology Adoption The company leverages a modern tech stack including AWS, Acquia Cloud, and New Relic, indicating openness to digital solutions and automation, which could be leveraged to introduce advanced financial analytics, client engagement platforms, or cybersecurity services.

Investment Strategies Peterson Wealth Advisors actively invests in equities such as IBM and Mastercard, suggesting potential interest in expanding into portfolio management tools, investment analytics, or financial data services to enhance their asset management capabilities.

Financial Profile With annual revenues estimated between 1 million and 10 million dollars, there is a growth opportunity for mid-sized financial firms to adopt scalable technologies, compliance solutions, or CRM systems tailored for firms of similar revenue levels.

Competitive Landscape Competing with large industry players like Charles Schwab and Fidelity, Peterson Wealth Advisors may benefit from boutique or niche financial solutions, including client engagement platforms, personalized advisory tools, or specialized compliance services to differentiate in the local market.

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?

Minus sign iconPlus sign icon
Peterson Wealth Advisors, Springfield, MO's main headquarters is located at 1334 East Kingsley Street, Suite b. The company has employees across 1 continents, including North America.

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

Minus sign iconPlus sign icon
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?

Minus sign iconPlus sign icon
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 NAICS code?

Minus sign iconPlus sign icon
Peterson Wealth Advisors, Springfield, MO's NAICS code is 52 - Finance and Insurance.

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

Minus sign iconPlus sign icon
As of December 2025, 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?

Minus sign iconPlus sign icon
Peterson Wealth Advisors, Springfield, MO operates in the Financial Services industry.

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

Minus sign iconPlus sign icon
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?

Minus sign iconPlus sign icon
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
Phone number
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

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.