AP
CFP

Arik Kermit Peterson

17 Years of Experience

Firm Information

Compensation
Fixed/Hourly
Number of Advisors
23 advisors
Number of Clients
36 clients
Average Client Portfolio
Not specified

Fee Structure

Financial Plan Fee:Up to $10,000
Hourly Rate:Up to $500/hr

Nectarine Financial offers three types of services: The Hour Services (hourly rate less than $500), The Plan Services (flat fee less than $10,000), and Ongoing Financial Planning Services (flat fee ranging from $100 to $3,000 per quarter). Fees are negotiable, and payable via credit card or ACH. Refunds may be issued at the Adviser's discretion. Clients may incur additional third-party fees.

Areas of Practice
Retirement PlanningInsurance PlanningEstate PlanningFinancial Planning & Coaching
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Advisor Information

Office location

Fort Collins, CO

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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
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 Corporation Broker
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.