Eric K. Peterson,  CFP<sup>&reg;</sup> - Financial Advisor

Eric K. Peterson, CFP®

President

Peterson Wealth Advisors

1334-B East Kingsley St.
Springfield, MO 65804
FINANCIAL ADVISOR'S WEBSITE
(417) 887-4950

General

Eric Peterson is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Peterson Wealth Advisors in Springfield, MO and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 22, 31, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Sec-AR AZ CO IL KS MO NC OK TX WA

Insurance Licenses

  • Life insurance: AR KS MO NC TX VA
  • Health/disability insurance: AR KS MO NC TX VA
  • Fixed annuities: AR KS MO NC TX VA
  • Variable annuities: AR KS MO NC TX VA

Broker-Dealer Affiliation

Commonwealth Financial Network

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Limited Partnerships, Mutual Funds, Getting Married, Real Estate, Job Loss, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Succession Planning, Sudden Wealth, Men's Finances, Special Needs, Women's Finances

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