SPRINGFIELD, MO, April 21, 2025 /24-7PressRelease/ -- Eric K. Peterson, CFP, has been included in Marquis Who's Who in America. As in all Marquis Who's Who biographical volumes, individuals profiled are selected on the basis of current reference value. Factors such as position, noteworthy accomplishments, visibility, and prominence in a field are all taken into account during the selection process.

Mr. Peterson has established a distinguished reputation as a wealth management and financial planning expert. In 2001, he launched Peterson Wealth Advisors and capably leads the company as the president and investment advisor representative. He has cultivated a loyal client base for over 40 years by demonstrating a deep passion for the profession. He is proud to currently serve approximately 250 households and to sustains lasting client relationships. Since 2005 1991, Mr. Peterson has also collaborated to train new hires and mentor students pursuing advanced financial planning coursework at Drury University and Missouri State University.

Mr. Peterson's broad expertise spans numerous platforms including independent asset management, portfolio construction, tax strategies, and retirement and estate planning. He initiated his career with Investors Diversified Services (IDS) in 1984 before progressing to join American Express Financial Advisors Inc. as an investment advisor representative and registered representative from 1985 to 1991. Subsequently, Mr. Peterson transitioned to roles at Heim and Young Securities Inc., Heim and Young Advisors Inc. and then Securities of America Inc. from 1991 to 2011, where he refined his skills in investment advisory services. In 2011, Eric made a dynamic and strategic change for his firm and clients by affiliating with Commonwealth Financial Network (CFN) based in Waltham, MA and San Diego, CA. Commonwealth has earned many awards and accolades. Of note are the 11 consecutive JD Power Awards*, reflecting how favorably CFN is perceived by their advisors and employees. He is licensed as an investment advisory representative and as a registered representative.

As a CERTIFIED FINANCIAL PLANNER® Practitioner since 1992, Mr. Peterson has consistently prioritized his clients' best interests, emphasizing ethical decision-making and clear communication. 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. Throughout his career, he has also built a broad network through sustained affiliation with reputable organizations including the Financial Planning Association, the Springfield Area Chamber of Commerce, the Ozark Chamber of Commerce and the Greene County Estate Planning Council. Mr. Peterson's commitment to professional excellence is was further enhanced by his membership in the Consortium of Integrated Financial Group from 2009 to 2011.

Exceptional academic credentials and training further define Mr. Peterson's profile. He earned a bachelor's degree in Therapeutic Recreation from the University of Illinois Urbana-Campaign in 1974. Following an 8 year diversion in fine-dining restaurant management in the Midwest, he returned to higher education, and obtained a Bachelor of Science in Business Administration from Augustana College in 1983. Mr. Peterson's dedication to continuous and life-long learning is apparent with the sizeable number of annually required Continuing Education hours which have contributed to his holistic approach to client service.

Consistently in pursuit of civic engagement, Mr. Peterson serves as a board member of Empower Abilities, whose Mission is "To remove barriers and empower independent living for all people with disabilities". He also was on the Board (and President) of the Springfield Sheltered Workshop (now SWI Industrial Solutions) for 15 years, on the SB 40 Board of Christian County, and on the Board (and President) of the Springfield Better Business Bureau. He is also a significant donor to several local and regional charities and lends his expertise as a speaker at professional organization events in financial planning, and at local university student chapter meetings. In his personal time, Mr. Peterson achieves balance by sailing and focusing on personal health and well-being while persisting in making a positive impact on others through "random acts of kindness."

*Commonwealth received the highest score among independent advisors in the J.D. Power 2010, 2012, 2013, 2014, and 2018–2024 U.S. Financial Advisor Satisfaction Studies. Presented on July 10, 2024, for January to May of 2024, it is based on responses from 4,072 advisors employed by or affiliated with the firms included in the study. Not indicative of the firm's future performance. Your experience may vary. Study is independently conducted, and the participating firms do not pay to participate. Use of study results in promotional materials is subject to a license fee. Visit jdpower.com/awards for more details.

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 (https://marquiswhoswho.com/) for more information.

About Marquis Who's Who®:
Since 1899, when A. N. Marquis printed the First Edition of Who's Who in America®, Marquis Who's Who® has chronicled the lives of the most accomplished individuals and innovators from every significant field of endeavor, including politics, business, medicine, law, education, art, religion and entertainment. Who's Who in America® remains an essential biographical source for thousands of researchers, journalists, librarians and executive search firms around the world. The suite of Marquis® publications can be viewed at the official Marquis Who's Who® website, www.marquiswhoswho.com.

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