AP
CFP
AP
CFP

Arik Kermit Peterson

17 Years of Experience
Areas of Practice
Financial Planning & CoachingRetirement PlanningInsurance PlanningEstate Planning
Compensation
Fixed/Hourly
Firm Size
23 advisors
Number of Clients
36 clients
Average Client Portfolio
Not specified

Fee Structure

Ongoing Financial Planning Services are offered for a flat fee ranging from $100 to $3,000 per quarter. Fees are negotiable.

The Plan Services are rendered for a flat fee that is generally less than $10,000.

Annual Retainer:$400 - $12,000/year
One-Time Plan:Up to $10,000
Hourly Rate:Up to $500/hr
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Location

Fort Collins, CO

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Arik is the CEO and founder of Dads Are, LLC, a t-shirt/merchandise company, since 2020. He dedicates minimal time to this business.

Employment History
Current Registrations
Nectarine
January 2025 - Present · 1 yr 1 mo
Previous Registrations
Principal Global Investors
August 2016 - January 2020 · 3 yrs 5 mos
Principal Funds Distributor, INC.Broker
July 2016 - December 2019 · 3 yrs 5 mos
Principal Funds Distributor, INC.Broker
May 2011 - September 2012 · 1 yr 4 mos
Princor Financial Services Corporation
May 2008 - March 2015 · 6 yrs 10 mos
Princor Financial Services CorporationBroker
October 2007 - March 2015 · 7 yrs 5 mos
Ameriprise Financial Services, INC.Broker
March 2001 - April 2007 · 6 yrs 1 mo
Ids Life Insurance CompanyBroker
March 2001 - July 2006 · 5 yrs 4 mos
State Registrations2 states
COTX
Advisor
Exams
No exam information available for this advisor.