Title: President, CFP® Practitioner, and Investment Advisor Representative
Company: Eric K. Peterson LLC dba Peterson Wealth Advisors
Location: Springfield, Missouri, United States
Eric K. Peterson, CFP®, president, CFP® practitioner, and investment advisor representative at Eric K. Peterson, LLC dba Peterson Wealth Advisors, has been recognized by Marquis Who’s Who Top Business Owners for dedication, achievements, and leadership in finance.
With four decades of experience, Mr. Peterson has established a successful career in financial advising, specializing in independent asset management, portfolio construction, tax strategies, financial and wealth management, and retirement and estate planning roles he has held since 2001, and as an investment advisor representative at Commonwealth Financial Network (CFN) since 2011. His experience also includes being an investment advisor representative with Securities America Inc. and Securities America Advisors Inc. from 2001 to 2011, Heim & Young Securities Inc. and Heim & Young Advisors Inc. from 1991 to 2001, American Express Financial Advisors Inc. from 1985 to 1991 and Investors Diversified Services in 1984.
Mr. Peterson laid a solid educational foundation with A Bachelor of Science in therapeutic recreation from the University of Illinois Urbana-Champaign in 1974 and a Bachelor of Science in Business Administration from Augustana College, Sioux Falls, in 1983. Additionally, he became a Certified Financial Planner® practitioner in 1992. He also dedicates his time as an active speaker for a national professional organization in financial planning and engages with students at a local university’s Financial Planning Association student chapter. Additionally, he serves as a board member for Empower Abilities and other local charities, as well as supporting an animal rescue organization. He also actively participates in the Financial Planning Association, the Springfield Area Chamber of Commerce, the Ozark Chamber of Commerce, and the Greene County Estate Planning Council.
Reflecting on his path, Mr. Peterson focuses on empowering clients through education, helping them understand the natural behavior of investment accounts over time. He emphasizes that portfolio fluctuations, including dips of 10 percent to 30 percent, are a normal aspect of investing. Using the analogy of a yo-yo ascending a staircase, he conveys that while there are inevitable ups and downs, the overall trend has the potential to long-term growth. While consistent appreciation cannot be guaranteed, he reassures clients that staying invested increases the likelihood of positive outcomes. He takes great pride in cultivating a deeply satisfied and loyal client base, viewing their achievements as a testament to his approach. He also feels privileged to collaborate with the exceptional individuals in his office, whose dedication and expertise contribute to his success.
Mr. Peterson attributes his success to a career dedicated to prioritizing his clients’ best interests, inspired by his parents’ commitment to community service. Passionate about helping others, he leverages his business acumen and communication skills to build lasting trust. He is proud to be known as a leader in industry innovations and to have been among the first in his field to embrace the advantages of a fee-based model in 1994, recognizing it as a more client-centered approach. Looking to the future, he is focused on enhancing his health and maintaining financial stability, finding fulfillment in helping others, and witnessing the positive impact of his actions. He has moved away from traditional financial metrics, instead prioritizing ethical decision-making, which he believes naturally fosters valuable opportunities and meaningful client relationships. Supporting his clients through their financial journeys remains a top priority.
Disclosures:
2024 Honored Listee, created by Marquis Who’s Who. This recognition is based on a number of factors, including their position, accomplishments, visibility, and prominence in their field. It is not specific to financial services and does not imply an endorsement, recommendation, or otherwise reflect the performance of the advisor. Click here for more information.
Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.
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