Jared Stines
Peterson Financial Group · Des Moines, Iowa
Jared Stines is a fee-only financial advisor at Peterson Financial Group in Des Moines, Iowa. Peterson Financial Group reports charging a percentage of assets and fixed fees on its Form ADV.
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Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Peterson Financial Group |
|---|---|
| Based in | Des Moines, Iowa |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $299.2M across 1,359 accounts |
| SEC registration | Investment adviser representative in IA · CRD 5896834 |
| Exams passed | Series 66 (2011) |
| Firm size | 11 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.petersonfg.com |
How Jared's firm compares
- Peterson Financial Group's average account is about $220,000, from its Form ADV (assets managed divided by 1,359 accounts).
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Questions about Jared
Is Jared Stines a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jared holds no broker registration, and Peterson Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jared charge for financial advice?
Jared's firm, Peterson Financial Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Jared Stines based?
Jared Stines is based in Des Moines, Iowa.
Is Jared Stines registered with the SEC?
Yes. Jared Stines is registered as an investment adviser representative in IA (CRD 5896834), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Peterson Financial Group manage?
Peterson Financial Group reports $299.2M across 1,359 accounts in assets under management.
How do I contact Jared Stines?
Through Jared's website, www.petersonfg.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Peterson Financial Group website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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