Start Free Trial
Pricing
Log In
Log In
Upgrade browser for full Crunchbase experience. You're accessing Crunchbase in a browser that is no longer supported.
Learn More
Peterman Financial Group Logo
Peterman Financial Group CB Rank
2969539
Heat Score
47
Peterman Financial Group specializes in portfolio and risk management, wealth plan, estate planning, retirement and tax planning services.
Founded
obfuscation
Private Springfield, Missouri, United States www.petermanfinancialgroup.com
Consulting
Financial Services
Risk Management
Overview

Peterman Financial Group
Heat Score
47

Growth Score
pts
in past quarter
Heat Score 47
-8 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
See more interactive data and historical milestones on desktop for the best experience

About Peterman Financial Group

CB Rank
2969539
Peterman Financial Group specializes in portfolio and risk management, wealth plan, estate planning, retirement and tax planning services.
Founded
obfuscation
Private Springfield, Missouri, United States www.petermanfinancialgroup.com
Consulting
Financial Services
Risk Management

Details

Legal Name Peterman Financial Group, Inc.
Operating Status Active
Company Type For Profit
Phone Number +1-217-546-0400
Contact Email Info@petermanfinancialgroup.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Portfolio Management
Management of investment portfolios including stocks, bonds, mutual funds, ETFs, annuities, and CDs across qualified and non-qualified accounts.
Comprehensive Wealth Plan
Development and ongoing review of a financial plan tailored to clients' current financial situation and long-term goals.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
  • Export up to 2k results/month for analysis
  • Track market signals on competitors, products, and R&D
  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
News
Technology
View Tech Report

IT Spend

$242.9KThis year, Peterman Financial Group is projected to spend $242.9K on IT, according to Aberdeen.

Active Website Tech Count

2Peterman Financial Group is actively using 2 technologies for its website, according to BuiltWith. These include CommonCrawl Top 50m.
Sub-Organizations
Frequently Asked Questions

Where is Peterman Financial Group's headquarters? Peterman Financial Group is located in Springfield, Missouri, United States.Who are Peterman Financial Group's competitors? Alternatives and possible competitors to Peterman Financial Group may include Range, WWS, and  Keith Eck Financial.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
Terms of Service | Privacy Policy | Sitemap | © 2026 Crunchbase Inc. All Rights Reserved.
(411cf44 1)
|