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Peterson Financial Group, Inc. Info

Peterson Financial Group, Inc. info

Peterson Financial Group, Inc. (SEC CIK 1903905) first filed with the SEC on 2022-01-31 (Form 13F-HR) and has filed 24 times since, including 12 Form 13F-HR quarterly holdings reports. It is organized in IA and registered at 220 SW 9TH, SUITE 230, DES MOINES, IA, 50309.

  • Name: Value Peterson Financial Group, Inc..
  • SEC CIK: Value 1903905.
  • State of organization: Value IA.
  • Business address: Value 220 SW 9TH, SUITE 230, DES MOINES, IA, 50309.

No Form ADV row is held for this firm, so its adviser registration date, assets under management and employees are left out rather than estimated.

Firm

FieldValue
NamePeterson Financial Group, Inc.
SEC CIK1903905
State of organizationIA
Business address220 SW 9TH, SUITE 230, DES MOINES, IA, 50309
Mailing address220 SW 9TH, SUITE 230, DES MOINES, IA, 50309
Phone515-226-1500
Fiscal year endDecember 31
Former namesNone filed

SEC Filing History

FieldValue
First SEC filing2022-01-31 (Form 13F-HR)
Latest SEC filing2024-11-06 (Form 13F-HR)
Filings on EDGAR24
First Form 13F-HR2022-01-31 (quarter ended 2021-12-31)
Latest Form 13F-HR2024-11-06 (quarter ended 2024-09-30)
Form 13F-HR filings12

Filings by Form

FormFilingsLatest
13F-HR122024-11-06
13F-HR/A112024-08-28
N-PX12024-07-12

Filings by Year

YearFilingsForm 13F-HR
2024154
202344
202254

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